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Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

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.…

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…

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…

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…

What To Expect From Jackson Hole

  August 25, 2016, 4:00pm EST Tomorrow is the big annual Fed conference in Wyoming.  It typically draws the world's most…

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…

This Article Is Not About Trump

  August 10, 2016, 4:00pm EST After the past two weeks, that included a Fed decision, more BOJ action, the approval…

Oil, DAX and Nikkei Should Outpace U.S. Stocks Through Year End

  August 9, 2016, 4:15pm EST Yesterday we walked through some charts from key global stock markets.  As we know, the…

Key Market Charts To Watch This Week

  August 8, 2016, 3:45pm EST Today we want to look at some key charts as we head into the week.…