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Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

Low Yields Are Overstating Risks In The Global Economy

May 29, 5:00 pm EST We've talked about the signal the interest rate market is giving: with rates at these…

Don’t Forget, BOJ Is Still Stoking Global Markets Through QE

May 15, 5:00 pm EST The bounce for stocks continued today.  But global yields were broadly weak. Why?  Is this…

Stocks, A Buy On This Dip

May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…

How Microsoft Has Transformed Into A Trillion-Dollar Cloud Company

April 25, 5:00 pm EST Today, Microsoft was the third company to hit the trillion-dollar market cap threshold. Apple was…

Four Beaten Down, Activist-Owned Energy Stocks

April 23, 5:00 pm EST Yesterday we talked about the big recovery in crude oil prices.  That continues today. However,…

Big Four Banks Had Double-Digit Earnings Growth in Q1

April 16, 5:00 pm EST With Bank of America earnings this morning, we've now heard from the big four banks…

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. …