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politics

Chinese Stocks Signaling The Bottom In The Chinese Economy

April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…

Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0

April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…

Big Events This Week Will Set The Tone For 2019

January 28, 5:00 pm EST This is a huge week.  We're following a down 9% month for stocks with a…

A China Deal Would Unleash A Huge Commodity Bull Cycle

January 25, 5:00 pm EST We end the week with a weaker dollar, stronger commodities and recovering stocks.  I suspect…

How China Became The Most Dangerous Country In The World

January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…

Wall Street Has (Again) Set The Bar Low For Earnings Season

January 17, 5:00 pm EST Stocks continue to recover from the wreckage of December.  From December 3rd to December 26th,…

Split Congress Is Greenlight For Stocks

November 8, 5:00 pm EST The midterm elections are behind us, and I've suspected that the lift of that cloud…

Election Results Should Simply Clear The Fog For Another Run In Stocks

November 5, 5:00 pm EST The elections tomorrow are said to be a referendum on Trump's Presidency. And given the…

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…