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trump

Newsflash: OPEC is still cutting

June 29, 5:00 pm EST Last week, we talked a lot about oil, as OPEC was meeting to deliberate on…

Amazon Is To Corporate America As China Is To The Global Economy

June 27, 5:00 pm EST We've talked about the case for a shakeout in Amazon. It was up big today…

Wild West Days Over For Tech Giants

June 26, 5:00 pm EST While the media continues to be stuck on the global jawboning about trade. We’ve been…

OPEC Won’t Fold To Trump Threats

June 22, 5:00 pm EST We've talked about the big OPEC decision this week, and the prospects for oil prices. When…

Technical Reversal Signal Flashing For Nasdaq

June 21, 5:00 pm EST We talked yesterday about the big influence of oil. And how the swings of the…

Oil Market Set Up For Disappointment

June 20, 5:00 pm EST We've talked about the case for much higher oil prices since I started writing this…

Big Industry Consolidation Coming Down The Pike

June 15, 5:00 pm EST The big approval on the AT&T takeover of Time Warner has opened the door to…

Trump’s Extreme On Trade Is Creating Movement

June 11, 5:00 pm EST Last week we stepped through all of the components of economic output and talked about…

Economy, Part 3, Positive Surprises Are Coming

June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data.  We've looked at…

Economy, Part 2: Positive Surprises Are Coming

June 6, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…