This morning’s releases of the services sector surveys by Markit Inc. (PMI Services Index) and the Institute for Supply Management (ISM Non-Manufacturing Index) essentially

Much like other head-scratching phenomena (read tweets and other public commentary of an impulsive nature) of the past year+, the latest calls for anything

Bespoke Investment Group’s guidance on present circumstances mirrors ours: …these types of shocks to the system take time to settle down, so the type

Okay, we’ll do just one more very quick post on the potential economic/market/political effects of tariffs.  Going forward we’ll wait for the details and

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

In this morning’s video commentary I suggested that I’d offer up more on protectionism and markets over the weekend. Thinking about it, the brief

We’ve been strongly suggesting that the correction has yet to run its course, which means days like the last three (we’ll see about today)

Forgive all of the intrusions this morning, this should be the last time I bug you today! But I want you to understand that

Bloomberg sees financials as the sector to benefit the most under the new Fed regime. As evidenced by it being our current top sector

Per this morning’s blog post, I’m thinking the pending tariff announcement could (depending on severity) be a negative event for the stock market. I