Larry Kudlow, President Trump’s top economic adviser, nailed it this morning (to regular readers this should sound familiar): “The economy’s everything when it comes

U.S. offerings are exceedingly popular in Asia — the home of 4.5 billion potential customers (nearly 14 times potential U.S. customers!).  From Fortune’s Data

In this week’s message we reiterated our position that a protracted trade war “would indeed lead ultimately to a serious global recession.” In our weekly

Clearly, recent technical trends favor the economically defensive sectors over the cyclical. We should view this as a legitimate red flag that the bull

Whether we’re talking oil, copper, cotton, wheat, tech Stocks, the Turkish Lira, or life in general,  while the process may not seem easy, and

Coming into this year our analysis of general conditions dictated that we maintain a moderate target weighting (presently 14% of equities) to technology. That’s

While our PWA [Macro] Index has dropped from the low 80s to the low 40s (still a historically decent reading) during the course of

Here’s Bespoke Investment Group on the effect of tariffs on ironically the metals and mining industry group: “You can say whatever you want about

We titled our August 11 blog post:  “Hugely Broad Tariff Risk! But imagine the upside if/when cooler heads prevail…” The Dow’s up 324 points

Ironically, given this morning’s economic reports (they were net strong) and the drop in stock prices (as well as this year’s overall lackluster results