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How China Became The Most Dangerous Country In The World

January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…

Treasury Intervention Has Put The Bottom In Stocks

January 2, 5:00 pm EST Happy New Year! We are off to what promises to be a very important year for markets and…

China Running At Worse Than 2009 Levels

December 14, 5:00 pm EST We've talked about the struggling Chinese economy this week. As I've said, much of the key…

Trump Is Squeezing China

December 12, 5:00 pm EST We talked about the China trade story yesterday. In a nutshell, Trump has capitalized on…

More Sanctions On Saudi Unlikely, Despite Congress Grandstanding

December 5, 5:00 pm EST I was away from the markets yesterday, on a big down day.  With markets closed…

Fed ‘Near The End’ On Rate Normalization

November 28, 5:00 pm EST Yesterday we talked about the perfect setup, coming into today's scheduled speech by the Fed…

Collapse In Oil Prices Have Taken The Pressure Off Of The Fed

November 27, 5:00 pm EST Earlier this month, we talked about the big fall in oil prices. If we look…

Trump Is Settled On Saudi Sanctions — Good For Stocks

November 21, 5:00 pm EST We looked at the below chart yesterday.  We're continuing to get a bounce off of this…

Trump’s Handling Of Saudi Arabia Is A Big Deal For Markets

November 20, 5:00 pm EST Stocks hit this big trendline today and bounced. This line comes in from the oil…

Stocks Trading On Fear, Not Reality

November 16, 5:00 pm EST Stocks end the week on a strong note. We've talked all week about the catalysts to…