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economy

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.…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…

Higher Oil Should Mean A Higher Stock Market

  September 28, 2016, 4:30pm EST Oil popped over $3 from the lows of the day (as much as 7%) on…

Why Trump Is Right On China

  September 27, 2016, 4:30pm EST The debate last night was entertaining.  It's sad to see how the media manipulates facts…

Did Japan’s Moves Open Door To A Big Yen Devaluation

  September 21, 2016, 4:40pm EST Yesterday we talked about the two big central bank events in focus today.  Given that…

Should You Be Worried About The VIX?

  September 15, 2016, 6:00pm EST Since Friday of last week, there have been a lot of reports on the spike…

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Why Higher Rates Are Good For Stocks

  September 12, 2016, 5:00pm EST We headed into the weekend with a market that was spooked by a sharp run…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…