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Time To Buy Healthcare Stocks

  November 3, 2016, 4:00pm EST As we head into the election, there’s one sector in the stock market that…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Higher Yields Are Removing A Cautionary Signal For Markets

  October 28, 2016, 5:15pm EST Remember, up to mid 2015, there were reasons to be optimistic about the outlook…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…

Apple Is Very Undervalued

  October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…

Can The Dollar And Oil Go Up Together?

  October 25, 2016, 4:00pm EST The markets are sitting on Apple earnings, which will come after the close today (by…

Were Billionaires Buying Apple Last Quarter?

  October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…

OPEC Talking Up Oil Is Good For Stocks

  October 10, 2016, 3:15pm EST I talked last week about the move in oil, and the lag in natural gas.…

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…