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investing

Commodities Quietly Breaking Out

May 21, 5:00 pm EST Last week, rising market interest rates in the U.S. were becoming a concern.  But as…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

GDP Surprise Tomorrow Should Give The All-Clear For Stock Recovery

April 26, 4:00 pm EST We will get the important Q1 GDP number tomorrow.  We're already seeing plenty of evidence in Q1…

Friday’s GDP Sets Up For A Positive Surprise

April 23, 6:00 pm EST We're getting into the heart of Q1 earnings now, with about a quarter of the companies…

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…

Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

Why We All Need Trump’s Trade Reform To Work

March 7, 3:00 pm EST As we discussed yesterday, stocks have fully recovered the decline that people were attributing to…

Trump Is Getting What He Wanted With Powell

February 27, 4:00 pm EST As we discussed yesterday, the minutes from the most recent Fed meeting (which was still under…

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…