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finance

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Billionaire-Owned Energy Stocks That Can Double On Higher Oil Prices

February 25, 7:00 pm EST We've talked quite a bit over the past year about this $100 oil thesis from…

Swings In Stocks Have Overshadowed A Big Earnings Season

February 19, 8:00 pm EST With the big decline and wild swings in the stock market, earnings season has gotten…

Gold Missed The Memo On Inflation Fears

February 13, 7:00 pm EST On Friday, stocks bottomed into two big technical levels: 1) the two-year rising trendline that…

Time To Be Greedy, Stocks Are Cheap

February 11, 7:00 pm EST Two weeks ago there were signals that a correction was underway.  First we had a…

Look For Hot Inflation Data To Trigger A Stock Market Correction

January 29, 7:00 pm EST For the first time in a decade, the mood at the World Economic Forum in…

Long Term Bear Cycle For The Dollar Is Fuel For Commodities

January 25, 7:00 pm EST Yesterday we talked about the commodities bull market and the move underway in natural gas.…

The Bank Of Japan Will Rock The Interest Rate Market, Maybe Tonight

January 22, 7:00 pm EST We talked last week about the prospects of a government shutdown and the little-to-no impact…

Is The $19 Trillion Debt Load Really A Threat?

January 22, 11:00 am EST With a government shutdown over the weekend, today I want to revisit my note from…

The Next Big Adjustment Will Be In Rates

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…