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japan

The Trade Of The Decade

We've talked a lot about oil, the rebound of which has probably led to the trade of the year.  If…

Early Signs Of A Bottom In Global Pessimism

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…

Markets Set Up For Positive Surprise

We talked this week about the way markets are set up for a significant positive perception shift.  It's been led by oil,…

Why Is Wall Street Always Worrying About China?

2/17/16 The word China is often thrown around to explain why markets are in turmoil. China doing well was a…

The BOJ Just Told You To Buy Stocks: Why Japan Will Fuel The Next Epic Stock Rally

1/29/16   The Bank of Japan stepped in overnight and put a floor under stocks. Only 6 of 42 economists…