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markets

Looks like ‘all-clear’ signal given for stocks

May 11, 3:00 pm EST Over the past two Friday's we've stepped events and conditions that have built the case…

Billionaire-Owned Oil Stocks With Big Upside

May 10, 3:00 pm EST With oil above $70, today I want to revisit my note from February where we…

$100 oil is looking very possible

May 7, 3:00 pm EST Crude oil crossed the $70 mark today, and with new sanctions to be placed on Iran,…

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…

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. …

The Next Big Adjustment Will Be In Rates

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…

The Trade Of 2018: Commodities

January 5, 4:00 pm EST We've talked this week about the potential for hotter demand and hotter economic growth for 2018.…

Big Year Ahead For Stocks And The Economy

January 4, 4:30 pm EST Global markets have started the year behaving very well, supporting my view that we're in…

The Year Of The Return Of ‘Animal Spirits’

January 4, 4:00 pm EST We are off to what will be a very exciting year for markets and the…