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DOW

First Week Of Trumponomics In The Books

  January 27, 2017, 4:00pm EST                             …

Why The Dow Can Go Much, Much Higher

      January 25, 2017, 1:30pm 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…

Will The Trump Inauguration Be A ‘Buy The Rumor Sell The Fact’ Event

  January 11, 2017, 4:00pm EST For two full months the Trump rally has consisted of higher stocks, higher yields,…

Small Business Owners Are Saying ‘Now Is The Time’

  January 10, 2017, 6:00pm EST This morning we got a report that small business optimism hit the highest level…

Dow 20,000 Doesn’t Even Reflect The Fundamental Change Yet

Dow 20,000 get's a lot of people excited.  But as we discussed on Friday, there are rational reasons to expect stocks…

Will OPEC Surprise Markets With Another Thanksgiving Day Announcement?

  November 22, 2016, 7:30pm EST Stocks continue to new highs today.  But with the holiday approaching, the big focus…

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…

Take Your Eyes Off The Fed And Look At These Charts

  August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…

Don’t Fight The Only Game In Town: Central Bank Bazookas Coming

2/16/16 As we headed into this past weekend, we talked about the threat that the oil bust poses to the…