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Global Yields Flashing A Warning Signal

    February 22, 2017, 4:30pm EST                           …

Big Picture Market Perspectives 2/14/17

      February 13, 2017, 4:00pm EST Today we heard from Janet Yellen in the first part of her semi-annual…

Long Term Bullish Reversal Pattern Confirmed For Oil: Projection $77

  December 12, 2016, 4:00pm EST The last big market event of the year will be Wednesday, when the Fed decides on rates. As…

Why It’s The Perfect Time To Buy Stocks

  December 9, 2016, 9:00pm EST We've talked a lot about the set ups for big moves in Japanese and German stocks,…

Buy The Stocks Of Trump Tower Guests

  December 6, 2016, 4:30pm EST As we've discussed the Trump administration has been very good for the broad stock…

When Bernanke Speaks You Should Listen

  November 29, 2016, 5:15pm EST   Yesterday I talked about how an OPEC cut on oil production would/should accelerate…

Don’t Worry, Stock Market Rally Is Just Getting Started

  November 21, 2016, 6:30pm EST Stocks hit new record highs again in the U.S. today.  This continues the tear…

Japan Has Just Gone Unlimited QE

  November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Higher Yields Are Removing A Cautionary Signal For Markets

  October 28, 2016, 5:15pm EST Remember, up to mid 2015, there were reasons to be optimistic about the outlook…