Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with our Roaring…
The bond market seems to be ignoring developments that usually halt rising yields in their track. Investors seem focused instead on the…
We may or may not know tonight who will be the next president, but we should know which party will win a…
Investors often rejoice when a stock they own is selected to join a major market index. Index funds collectively have trillions of…
Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora, the renowned…
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or a divided…
It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years. Many long-used…
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently. It fell…
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate (FFR) by…
Goldman Sachs’ bold projection that the next 10 years may be a “lost decade” for stocks, with mere 3% annual returns, is…
We don't expect to be disappointed by October's payroll employment report on Friday. Both September's JOLTS…
Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting out of…
