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stock market

Why The Trump Rally Will Continue

  January 20, 2017, 4:15pm EST President Trump officially took office today.  From the close of business on November 8th, as…

Bank Stocks Are Still A Huge Buy

  January 13, 2017, 3:00pm EST We're getting into the heart of earnings season now, with Q4 earnings rolling in.…

Fed Will Let The Economy Run Hot

  December 5, 2016, 4:00pm EST On Friday, we looked at five key charts that showed the technical breakout in…

Don’t Worry, Stock Market Rally Is Just Getting Started

  November 21, 2016, 6:30pm EST Stocks hit new record highs again in the U.S. today.  This continues the tear…

Japan Has Just Gone Unlimited QE

  November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…

The Clear Early Winners In The Trump Economy

  November 16, 2016, 4:00pm EST Yesterday we talked about the missing piece in the pro-growth rally in markets.  It's…

What To Expect From The Fed

  November 1, 2016, 4:15pm EST The Fed is on deck for tomorrow.  The RBA (Australian central bank) was a…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Were Billionaires Buying Apple Last Quarter?

  October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…

OPEC Talking Up Oil Is Good For Stocks

  October 10, 2016, 3:15pm EST I talked last week about the move in oil, and the lag in natural gas.…