In conversations with friends and clients (also friends), I hear over and over again how they (many of them) are concerned about the latest

To give you a feel for what’s inspiring today’s action, here’s this morning’s entry to our internal market log: 7/6/18 (Friday)  As I type,

Here’s what has the market jumping this morning (Dow futures point to a 200-point surge at the open): “….the US ambassador to Germany has

HAPPY 4TH OF JULY!!  

We’ll make this week’s main message short and sweet (or sour, given our take on recent developments) by sharing my weekend entry to our

The data on market action during midterm election years is consistent with our present thesis for the balance of 2018. That is, a volatile

While the title to the following article on the June results of The University of Michigan’s monthly consumer sentiment survey (an input to our

So what happens to all of those dollars we spend on foreign stuff in excess of what foreigners spend on U.S. stuff? Well, each

In last week’s video I touched on the action in the Dow and illustrated the huge hit Boeing and Caterpillar were taking due to

To steal from our title this morning — particularly when it comes to markets — people have to have reasons, and the media’s forever