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stock market

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…

Should You Be Worried About The VIX?

  September 15, 2016, 6:00pm EST Since Friday of last week, there have been a lot of reports on the spike…

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Why Higher Rates Are Good For Stocks

  September 12, 2016, 5:00pm EST We headed into the weekend with a market that was spooked by a sharp run…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

More QE From Japan May Need To Precede Next Fed Hike

  August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen.  I suggested that, while…

Take Your Eyes Off The Fed And Look At These Charts

  August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…

The Power Of Have An Influential Shareholder On Your Side

  August 17, 2016, 3:45pm EST We’ve talked about the recent public portfolio disclosures that have made in recent days by…

Market May Be Very Wrong On Fed

  June 2, 2016, 3:25pm EST In the middle of June we have perhaps the two biggest events of the year.…