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investing

Fed Continues To Dial Down Expectations

January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…

Maybe The Real Economic Expansion Is Just Beginning

January 8, 5:00 pm EST The expectations have been dialed down dramatically over the past few months for markets and…

Newsflash: Apple Is Dirt Cheap

January 3, 5:00 pm EST As we've discussed, the dysfunctional stock market has put pressure on Trump to stand down and…

Why This Looks Like 1994

December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994.  In '94 the Fed…

Oil Should Give The Fed ‘Pause’

December 18, 5:00 pm EST Stocks hover around the February lows, as we head into tomorrow's big Fed decision. Although…

Will The Fed Respond To Stocks?

December 17, 5:00 pm EST As I said on Friday, stocks clearly have a significant influence on confidence.  And confidence ultimately…

China Running At Worse Than 2009 Levels

December 14, 5:00 pm EST We've talked about the struggling Chinese economy this week. As I've said, much of the key…

Trump Is Squeezing China

December 12, 5:00 pm EST We talked about the China trade story yesterday. In a nutshell, Trump has capitalized on…

Everyone Should See This Chart

December 11, 5:00 pm EST We've talked about the market volatility the past few days. Let's take a look at…

A Year Of Zero Returns — Anywhere

December 10, 5:00 pm EST We had another big swing in stocks today, from down about 2%, to finish UP on…