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

While I know I am somehow at odds with a few of my friends, colleagues and clients on the U.S.’s present positioning among its

The ugly short-term setup exhibited in our last analysis played out as odds indicated, as equities tumbled to close the week. This week’s analysis,

Away from the office currently, with spotty connection, but wanted to pop in, in light of today’s market action. Clients and regular readers should

September’s results for the Institute for Supply Management’s Manufacturing and Services Sector Surveys are out, and, clearly, american industry is presently in very good

When discussing the prospects for inflation this morning, Fed Chair J. Powell said the following: “… many factors, including better conduct of monetary policy

Referring to last week’s action, in this week’s message we said: “Blame the rout in materials and industrials on heightened trade risks.” Take a

Looks like NAFTA (under a new name) is going to survive after all. Canada and the U.S. have reportedly come to terms that will

This week’s message to clients is my weekly note to our staff and associates. If you like getting into the weeds, by all means