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Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…

No One Is Factoring In This Element Of The Trump Effect

  January 2, 2017, 4:00pm EST Happy New Year!  We're off to what will be a very exciting year for…

A Stronger Economy Will Continue To Fuel The Dollar

Over the past two days, we've looked back at a couple of the six marketthemes I expected to dominate in 2016.…

Why Trump’s Tough Talk On China May Work

As we near the year end and near a new administration and policy stance, the geopolitical risks have risen. I've talked…

Trump’s Secretary Of State Pick Might Be Brilliant

  December 13, 2016, 4:00pm EST Last week we talked about how a visit to Trump Tower was becoming a good…

Why It’s The Perfect Time To Buy Stocks

  December 9, 2016, 9:00pm EST We've talked a lot about the set ups for big moves in Japanese and German stocks,…

Natural Gas Prices Quietly On A Big Run

  December 8, 2016, 9:30pm EST Back in early June I talked about the building story for a breakout in…

Billionaire Icahn Will Be A Big Winner In The Trump Economy

  December 8, 2016, 4:00pm EST Stocks continue to print new highs.  And many continue to doubt the rally (as…