Financials and materials are currently two of our top three sector weightings. As it turns out, Wall Street analysts are, on balance, presently not with

Statistics such as the ones below provided by Bespoke Investment Group speak to why long-term investor-types tell you to never to sell into the

While not all clients and regular readers totally agree with me on the tariff topic, they do know exactly where I stand. Which is

Businesses (and they should know) see inflation rising going forward. Which supports the Fed’s current stance, and, all else equal, bodes poorly for bonds

As I type the Dow’s up 300+ points, Nasdaq’s up 2%, S&P 500’s up 1.3%; very nice rally! Question is, should you believe it?

Watch this video if you’re thinking too much about the market this week. Looking at the volatility, and knowing how traders think, I planned

You’re hearing in the media — not just from the President, but from no small number of market actors as well — that the

To help you keep the latest in perspective, recall the note I sent to you last week, when the present decline was just getting

You may find my comments on rotation (in the back half of the video) particularly interesting. Once playing, click the icon in the lower right

In this week’s message we said the following about a potential headwind developing from forward outlooks this earnings season:   “While Q3 earnings reports will reflect the