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Italy May Force The Hand Of The EU Toward Fiscal Stimulus

September 28, 5:00 pm EST  Back in May, the populist movement that gave us Grexit, Brexit and then the Trump…

German Stocks In The Early Stages Of A Big Run

September 13, 5:00 pm EST Those that look for reasons to pick apart the bull case for the economy and markets…

We’re getting a gift to buy the DJIA at a discount

July 9, 5:00 pm EST We've talked about the glaring lag in the performance of blue chip stocks coming out of this recent…

Blue-chip American companies are a bargain in a world of sub-3% ten-year yields  

July 2, 5:00 pm EST As we head in to the holiday week, markets will likely go quiet until we…