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Trade War Can Kicked Down The Road

July 1,  5:00 pm EST Predictably, Trump extended the timeline on new tariffs in his meeting with China's President Xi over the…

Fed Policy Was A Headwind, Now A Tailwind

June 28,  5:00 pm EST We end the week, month and quarter today.  Stocks are up 17% year-to-date. With the…

Is ‘This Time Different’ For Bitcoin?

June 27,  5:00 pm EST Bitcoin has had another huge move over the past three months -- more than tripling. …

Trade Deal Was ‘90% there’

June 26,  5:00 pm EST This morning Mnuchin was interviewed by CNBC.  He was the headline of the day, despite…

2018-2019 Looks Like 1994-1995

June 25,  5:00 pm EST Remember, last year was the first year since 1994 that cash was the best producing…

Gold Is A Hedge Against The Worst-Case Scenario

June 24,  5:00 pm EST Let's take a look at gold as we head into the Trump/Xi meeting scheduled to take…

Will Trump do a deal (not the deal) and remove the overhang of uncertainty from the global economy?

June 21,  5:00 pm EST As we end the week, any questions on whether or not the central banks have…

Economy, Part 3, Positive Surprises Are Coming

June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data.  We've looked at…

Here’s Why The Stock Market Doesn’t Like 3% Yields

April 23, 5:00 pm EST Yields continue to grind higher toward 3%.  That has put some pressure on stocks, despite…

Oil Prices May Melt-Up Into Year End

November 24, 2017, 12:00 pm EST As we head into the Thanksgiving day weekend, let's talk about oil and Saudi Arabia.…