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Big Technical Break In Stocks … Is The Correction Over?

May 9, 3:00 pm EST Stocks have a huge influence on sentiment.  And sentiment has a huge influence on economic…

$100 oil is looking very possible

May 7, 3:00 pm EST Crude oil crossed the $70 mark today, and with new sanctions to be placed on Iran,…

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…

GDP Surprise Tomorrow Should Give The All-Clear For Stock Recovery

April 26, 4:00 pm EST We will get the important Q1 GDP number tomorrow.  We're already seeing plenty of evidence in Q1…

Friday’s GDP Sets Up For A Positive Surprise

April 23, 6:00 pm EST We're getting into the heart of Q1 earnings now, with about a quarter of the companies…

Here’s Why The Stock Market Doesn’t Like 3% Yields

April 23, 5:00 pm EST Yields continue to grind higher toward 3%.  That has put some pressure on stocks, despite…

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…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

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…

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…