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finance

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…

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…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

More QE From Japan May Need To Precede Next Fed Hike

  August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen.  I suggested that, while…

The Fed’s Real Game Plan: SPY, DIA, GLD, DXY, TBT

  August 27, 2016, 12:00pm EST The Fed's Janet Yellen was the focal point for markets for the week. She had…

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…

The Power Of Have An Influential Shareholder On Your Side

  August 17, 2016, 3:45pm EST We’ve talked about the recent public portfolio disclosures that have made in recent days by…

Billionaires Sold Apple For Good Reason

  August 16, 2016, 3:45pm EST Yesterday was the deadline for all big investors to submit, to the SEC, a public…

Does It Matter What Hedge Funds Are Buying And Selling?

August 15, 2016, 4:00pm EST Following a quiet week on the news and economic data front, this week will have…