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stocks

How Billionaires Respond To Stock Market Declines

October 12, 5:00 pm EST The S&P 500 has declined more than 5% (from peak to trough) on four different occasions this…

Gold Is The New Bonds

October 11, 5:00 pm EST Yesterday we talked about the repricing of the tech giants as the catalyst for the…

Slide In Stocks Is All About Deflating The Bubbly Tech Giants

October 10, 5:00 pm EST Yesterday we talked about the risks surrounding markets (Italy, Interest Rates, China), and said these…

Cracks In Big Tech Stocks Finally Showing

October 9, 5:00 pm EST There are always plenty of risks surrounding markets.  Still, stocks tend to be pretty good…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

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…

Why Italy’s Face-Off With The EU Matters

October 2, 5:00 pm EST Italy's face-off with the EU is ramping up, following their announcement last week of plans to increase their deficit…

Next On The Trump Economic Agenda: Infrastructure

October 1, 5:00 pm EST Given the global nature of business within the Dow constituents, the DJIA has been the place…

Chinese Stocks Maybe The Best Buy In Global Stock Markets

September 21, 5:00 pm EST Last Friday we talked about the technical breakout in rates.  And we looked at this…