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congress

More Sanctions On Saudi Unlikely, Despite Congress Grandstanding

December 5, 5:00 pm EST I was away from the markets yesterday, on a big down day.  With markets closed…

Time To Break Up The Tech Giants: Facebook, Google, Amazon

September 5, 5:00 pm EST Yesterday we talked about the case for breaking up Amazon, on the day it crossed…

Amazon Is To Corporate America As China Is To The Global Economy

June 27, 5:00 pm EST We've talked about the case for a shakeout in Amazon. It was up big today…

Trump Will End The Year With Two Big Wins

December 2, 2017, 4:00 pm EST It looks like we'll get tax cuts approved before year end!  And that will give…

Tax Cuts, Still Not Priced Into The Stock Market

November 30, 2017, 4:00 pm EST The Dow is now up 23% on the year. The index that measures the broader…

The Real Cause Of The Financial Crisis

  May 10, 2017, 4:00pm EST                               …

Note To The White House: The Trillion Dollar Infrastructure Spend Needs To Be Priority #1

    February 28, 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…

Is The Market Starting To Price-In Trump Risk?

    January 30, 2017, 4:00pm EST                           …

Will Trump Prove The Trade Critics Wrong?

      January 23, 2017, 4:30pm EST The new President Trump has wasted no time on carrying out his…