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OPEC Talking Up Oil Is Good For Stocks

  October 10, 2016, 3:15pm EST I talked last week about the move in oil, and the lag in natural gas.…

Five Of Fed’s Eight Inflation Measures Running Above 2%

  September 19, 2016, 2:00pm EST We have two big central bank meetings this week--BOJ and the Fed. With that, as…

Should You Be Worried About The VIX?

  September 15, 2016, 6:00pm EST Since Friday of last week, there have been a lot of reports on the spike…

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

Billionaires Sold Apple For Good Reason

  August 16, 2016, 3:45pm EST Yesterday was the deadline for all big investors to submit, to the SEC, a public…

This Article Is Not About Trump

  August 10, 2016, 4:00pm EST After the past two weeks, that included a Fed decision, more BOJ action, the approval…

Oil, DAX and Nikkei Should Outpace U.S. Stocks Through Year End

  August 9, 2016, 4:15pm EST Yesterday we walked through some charts from key global stock markets.  As we know, the…