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The Clear Early Winners In The Trump Economy

  November 16, 2016, 4:00pm EST Yesterday we talked about the missing piece in the pro-growth rally in markets.  It's…

Will Trumponomics Drown Us In Debt?

  November 14, 2016, 4:45pm EST We talked last week about the Trump effect on stocks.  With a new President…

Grexit, Brexit, Trump?

  November 8, 2016, 4:00pm EST As we head into the election, everyone involved in markets is trying to predict…

Time To Buy Healthcare Stocks

  November 3, 2016, 4:00pm EST As we head into the election, there’s one sector in the stock market that…

What To Expect From The Fed

  November 1, 2016, 4:15pm EST The Fed is on deck for tomorrow.  The RBA (Australian central bank) was a…

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…

Apple Is Very Undervalued

  October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…

Can The Dollar And Oil Go Up Together?

  October 25, 2016, 4:00pm EST The markets are sitting on Apple earnings, which will come after the close today (by…

Were Billionaires Buying Apple Last Quarter?

  October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…

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.…