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trump

Economy, Part 1: Positive Surprises Are Coming

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

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…

‘Credibility to Act’ is producing results for Trump

May 8, 3:00 pm EST Over the past 24-hours, global markets were obsessed with the President's move to renew sanctions…

Has The All-Clear Signal Been Given For Stocks?

May 6, 3:00 pm EST At the end of last week, I said "it looks like the all-clear signal has been given…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Big Reversal Signals For Stocks, Led By AMZN, AAPL and MSFT

March 13, 5:00 pm EST We talked yesterday about the important inflation data. That was in line this morning.  And…

Why We All Need Trump’s Trade Reform To Work

March 7, 3:00 pm EST As we discussed yesterday, stocks have fully recovered the decline that people were attributing to…

Why Trump Is Right On Tariffs

March 4, 9:00 pm EST Stocks continue to swing around, and in wider ranges than we've seen in a while.…

Trump Is Getting What He Wanted With Powell

February 27, 4:00 pm EST As we discussed yesterday, the minutes from the most recent Fed meeting (which was still under…

Swings In Stocks Have Overshadowed A Big Earnings Season

February 19, 8:00 pm EST With the big decline and wild swings in the stock market, earnings season has gotten…