Confirmation on the strength, or lack thereof, of the economy can come from multiple sources. In that the consumer accounts for 2/3rds of U.S.

Apple’s performance amid the news flow, with regard to its messaging to suppliers, of the past couple of years speaks to the importance of

Experience compels me to preface the below with a statement about politics. I’ve found over the years that when I go to a place

In its “Investors’ Corner” article this afternoon Investors Business Daily reminds us of the history of the U.S.’s most infamous act of protectionism: May 28,

Oppenheimer’s Chris Kotowski shares our present view of the financial sector (our current top target weighting): “Bank shares may be “better positioned than ever

The Dow’s having a heck of a week! Closed over 300 points higher today alone. And while that makes some sense in that, amid a

June is starting off very nicely in terms of economic data reported. Here’s from our June 2018 trends file: click each insert below to

While I’d never pretend that I could quantify to what percent a rally might ensue should we survive the current onslaught on global trade,

Staying with last month’s theme, we’ll begin this week’s message by quoting from James Picerno’s Nowcasting the Business Cycle: “….if you listen to commentary