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finance

Bank Stocks: Among The Best Value In The Stock Market

April 15, 5:00 pm EST As we discussed last week, the table has been set (again) for positive earnings surprises. …

Q1 Earnings Season Set Up For Positive Surprises

April 11, 5:00 pm EST As we came into the week, the economic, political and corporate calendar was relative light.  With…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

Lyft: Hyper-growth valuations unlikely to give investors hyper-growth

March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…

Should We Be Concerned About the Yield Curve Inversion?

March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday.   And the yield curve…

Stocks Bumping Into Technical Profit Taking Levels

March 4, 5:00 pm EST Stocks sold off sharply this morning, before bouncing nicely from the lows.   The range on the…

Times Are Changing For The Tech Giants

February 5, 5:00 pm EST We've now heard from about half of the S&P 500 companies on Q4 earnings.  And about…

Trump’s Sanctions On Venezuela Should Drive Oil Prices Much Higher

January 29, 5:00 pm EST Today let's take a look at the recent moves the U.S. administration has made against…

A China Deal Would Unleash A Huge Commodity Bull Cycle

January 25, 5:00 pm EST We end the week with a weaker dollar, stronger commodities and recovering stocks.  I suspect…

Tail End Of The Economic Expansion, Or Is It The Beginning?

January 18, 5:00 pm EST Stocks and crude oil have led the bounce back this month.  And we're now getting more…