X

economy

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…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

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…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…

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…