X

stocks

Bank Earnings Showing Earnings GROWTH, Not Earnings Recession

April 12, 5:00 pm EST We talked about the coming catalyst of Q1 earnings season.  Two of the big banks…

Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices

April 10, 5:00 pm EST The minutes were released from the March Fed meeting today.  But we already know very…

Trump Wants A Weaker Dollar, And Will Likely Get It

April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar.  It…

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…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

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…

V-Shaped Recovery For Oil Prices Underway

April 2, 5:00 pm EST Oil is one of the biggest movers of the day, now back above $60. That's…

Why The White House Wants The Fed Spigot Open

March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…

Lyft: Hyper-growth valuations unlikely to give investors hyper-growth

March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…

Fed’s 1995 Script Playing Out Again

March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…