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The Wild Extremes Of Fed Rate Hike Expectations

  July 21, 2016, 4:00pm EST The ECB meeting came and went this morning without moving the needle in global markets.…

G20 Might Set The Table For Fiscal Stimulus

  July 20, 2016, 3:15pm EST U.S. stocks traded to new record highs this morning. Yesterday we talked about the trajectory…

Is It Time To Buy Beaten Down Bank Stocks?

  July 19, 2016, 2:15pm EST We've talked about the reasons markets and economies are set-up nicely for positive surprises. Surprises create…

Post-Brexit Calm Doesn’t Bode Well For Gold

  July 18, 2016, 4:00pm EST We left off last week taking a look at some key charts to watch.  U.S.…

Charts Showing More Upside For Stocks And A Rebound In Yields

  July 15, 2016, 4:20pm EST Over the past week, we've talked about the rational reasons to be long stocks.  Today…

Two Reasons Brexit Will Be A Huge Positive For The Global Economy

  July 14, 2016, 4:00pm EST Since the Brexit news in late June we've discussed a couple of huge implications that…

Do Yields At Record Lows And Stocks At Record Highs Spell Trouble

  July 13, 2016, 5:00pm EST Earlier this week we talked about the disconnect between yields and stocks. The move lower…

How High Stocks Can Go From Here

  July 12, 2016, 2:00pm EST As we said last week (and back in May), we think the second half of…

Brexit Invokes Japanese Fiscal Stimulus Plans – Is Europe Next?

Over the past few weeks we said the decision by the UK to leave the European Union could actually end…

Why A Rising S&P 500 Has Been The Antidote To Crises

  July 8, 2016, 4:00pm EST Earlier this week we said the Brexit drama would likely be dethroned, by Friday, as…