4.30.19: The U.S. Yield Curve Has Still Not Inverted
April 30, 2019 The 10-year Treasury closed at 2.50% [...]
4.30.19: April Was Great, but Don’t Sell in May (or Go Away)
April 30, 2019 Through last Friday, the S&P was [...]
4.30.19: Apple’s Earnings are at the Core of Further Market Gains
April 30, 2019 It seems like the FAANG stocks [...]
First Quarter 2019
We remain in a “Goldilocks” environment with low interest [...]
4.23.19: Good Health Care Stocks are Out of Favor – Mostly Over Political Fears
April 23, 2019 We expect wave after wave of [...]
4.23.19: Odd Correlation Between Oil and the Dollar
April 23, 2019 It used to be said that [...]
4.23.19: The Case for Adding Steve Moore & Herman Cain to the Fed Board
April 23, 2019 I don’t generally write much about [...]
4.23.19: Another Week – Another Global Growth Surge
April 23, 2019 The ongoing debate about the U.S./Sino [...]
4.16.19: Negative Rates in Europe and Japan Causing Capital Flight
April 16, 2019 There were virtually no surprises from [...]
4.16.19: The (Trade-Weighted) U.S. Dollar is Headed to All-Time Highs
April 16, 2019 A lot of investors are looking [...]