So let’s say that you love persimmons, and that I happen to grow the consistently best you’ve ever eaten, and at a great price

We said the other day: “….we expect this week’s Q2 U.S. GDP report to come in at the high-end of expectations, and, thus, there’ll be

In this week’s weekly message we shared our view that earnings guidance was about take a hit, and explained why: “With Q2 earnings reporting

Monthly new homes sales reported this week missed estimates big time, down 6.1% over the past three months, although they’re still up 2.4% year-over-year. 

If there’s a silver lining to the protectionist dark cloud hanging over the global economy (and markets), it’s that folks are now witnessing (learning) firsthand

Sorry to hammer the point home so often (btw: I did it every bit as much, if not more, during the last administration). Just

We came into the year bullish on financials and cautious (but certainly not bearish) on tech.  Well, for the first half of the year,

So what stands to happen when a politician meddles with his nation’s central bank? Well, Turkey is providing us with a 21st Century test

While my experience doesn’t entirely agree with Bloomberg’s analysts’ statement that a rising dollar is necessarily a net positive for stocks (the 20-yr monthly

In this morning’s written commentary I suggested that 2018’s stock market action so far looks more like a consolidation in an ongoing bull market