Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
VIDEO: Energy Overhang, Diplomacy Catalysts Set Stage for Earnings Season
Plus, revisiting the connection between the Magnificent Seven and chip stocks.
Geopolitics Takes Focus as Energy Prices Drive Economy
With rates currently tied so closely to energy prices, some positives would be great for rates.
Fed Not Alone as Asia Braces Itself for Higher Rates
What will the change in stance to a ‘hawkish hike’ by central banks around the world mean for equity markets?
After the Fed, Let’s Return to Regularly Scheduled Programming
With the Fed decision out of the way, let’s discuss the market reaction, energy prices, the Japanese yen, ‘Cheap Chinese Compute’, Space, and how to position now.
Time to Plug Into Generac After It Generates Big Deal With Amazon?
Here’s my take on the agreement that could see $8 billion in generators going to Amazon.
The Market Finally Knows the Fed’s Plan. Be Careful What You Wish For.
There is no longer any question that we are in a rate-hiking cycle — and that is not good news.
VIDEO: Higher Energy Prices, Consumer Trade-Down and What It Means for the Portfolio
Why we’re focusing on Warsh’s comments and the updated SEP, not today’s expected rate hike.
Diesel Export Ban May Be Good for U.S.; Fed Predictions; My 3 Energy Stocks
Will the diesel export bans help U.S. pricing? Also, why a half-point hike could actually make sense, but why confusion will likely prevail.
When Value Meets a Great Chart: Why This Stock Offers the Best of Both Worlds
When the technicals and fundamentals agree, I pay attention.