After Blossoms Peak, What’s the Next Plant Cycle?

These tulips in front of Citi Field in Queens, NY, are in full bloom and quite attractive. There are tulips lining the entire entrance to the stadium. So, while the landscape...

Dollar slump continues this morning as ECB president Draghi shrugs off...

The dollar continued its fall this morning after European Central Bank president Marie Draghi voiced minimal concern over the rise in the euro. That currency topped $1.25 for the...

Macro Briefing: 14 February 2019

Washington waits to see if Trump will sign law and avert gov’t shutdown: CNN Trump considering 60-day extension for China tariff deadline: CNBC Germany’s economic performance was flat in 2018’s Q4:...

Visualizing the Ranking of 100 Common Careers

A lot can change in a decade. Ten years ago, the collapse of Lehman Brothers sent the world’s financial markets into a tailspin, a catalyst for years of economic uncertainty. At...

US Treasuries Predicting That The Inflation Rebound Has Peaked

The hard data on inflation points to a modestly accelerating rate of inflation, a trend that supports the Federal Reserve’s ongoing policy of gently but consistently raising interest rates....

Macro Briefing: 28 March 2019

Trump warns Russia to remove military presence from Venezuela: NY Times US officials: China makes unprecedented offer to US in trade talks: Reuters GOP senators tell Trump that trade war with...

Macro Briefing: 15 May 2019

US birth rate fell to 32-year low in 2018: WSJ Iran officially ends parts of 2015 nuclear deal: CNBC US orders partial evacuation of embassy in Baghdad: NBC China’s retail sales growth...

Weekly Market Outlook – So Bad It’s Good? Maybe. Or…

We mentioned a week ago that the selling effort had taken on a self-sustaining life of its own. The more the bears sold, the scarier things got, causing more...

US Private-Employment Hiring Rose Modestly In July

US companies added 148,000 workers to payrolls in July (on a seasonally adjusted basis), the Labor Department reports. The gain is below June’s increase, but the one-year trend for...

To Short Or Not To Short

To short or not to short. That is the question. With Tesla’s big short squeeze yesterday I was asked a ton of questions on the dynamics of shorting. Focusing...

Weekly Market Outlook – Not Your Usual Santa Claus Rally

One would think between the usual Santa Claus rally leading up to Christmas Day and the official enactment of lower tax rates, the market would have been roaring last...

Q1 GDP Revisions a Bit of a Mixed Bag

A bit of good news, bad news. Bad news…Q1 GDP was revised lower from 3.2% to 3.1%. Good news…consensus expectations were targeting a revision down to 3.0%. The fear...