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yields

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…

Key Charts

January 9, 5:00 pm EST We discussed yesterday how markets might look by the end of the year, if the pontifications…

There has NEVER been a down year in stocks when these conditions have been met

July 3, 5:00 pm EST Yesterday we talked about the set up for the Dow. In the past couple of…

Big Bull Market In Commodities Is In The Early Stages

June 18, 5:00 pm EST For much of last summer, we talked about the building bull market in commodities. The…

Tech Stocks Behaving Like An Economy About To Take Off

June 14, 5:00 pm EST Tech stocks and small caps continue to behave like an economy that is about to…

Big Reversal Pattern In Yields May Predict Calm Returning To Rates Markets

May 18, 5:00 pm EST We've talked this week about the pressure that rising U.S. market interest rates are putting…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

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…

Shorting The German Bond Market May Be The Most Lucrative Trade Of The Year

January 11, 4:00 pm EST Yesterday we talked about the move underway in interest rates.  And we talked about the media's…

Fed Should Be Hawkish Tomorrow

  September 19, 2017, 6:00 pm EST              Invest Alongside Billionaires For $297/Qtr With a Fed decision queued up for tomorrow, let's take a…