Cutting rates generally means inflation is low and unemployment is rising. It's the kind of... Read More

Cutting rates generally means inflation is low and unemployment is rising. It's the kind of situation we see before a recession. But this time is different... Read More Read More

You may remember that last week I made the case for a market rally of at least 10%. That could... Read More

You may remember that last week I made the case for a market rally of at least 10%. That could easily prove to be conservative. Could we be set up for a 25% gain? Read More Read More

There will be ups and downs as the industry faces the challenges of regulation and competition. The... Read More

There will be ups and downs as the industry faces the challenges of regulation and competition. The good news: this is all tradable... Read More Read More

We're getting some market data that may suggest we're at an economic turning point. But even so,... Read More

We're getting some market data that may suggest we're at an economic turning point. But even so, I'm still bullish. Here's why... Read More Read More

The most important chart in the market comes from a very important story that broke late last... Read More

The most important chart in the market comes from a very important story that broke late last Friday... but few people seem to be talking about it. Read More Read More

Reading academic research isn’t the most exciting part of my day, but there are often some... Read More

Reading academic research isn’t the most exciting part of my day, but there are often some great ideas in these papers. Although, what’s funny to me is that these great ideas aren’t... Read More

Market volatility has increased, and that is likely to be a recurring theme in the market for at... Read More

Market volatility has increased, and that is likely to be a recurring theme in the market for at least the next few weeks. Actually, I believe volatility will remain elevated for some time.... Read More

Facebook is under siege. Personally, I think it’s unfair, in part. Facebook is in the news... Read More

Facebook is under siege. Personally, I think it’s unfair, in part. Facebook is in the news because the company does exactly what it said it would do. Like many of the largest companies in the... Read More

I noticed something surprising at Target the other day…  They are already selling Easter decorations! We’re barely into January, but, at least here in Wyoming, you can get your Easter decorations at Target.  You might have noticed that trend where you live as well. Retailers are pushing holiday decorations earlier… Read More

It’s the beginning of the year, the time when analysts publish forecasts for the year ahead.... Read More

It’s the beginning of the year, the time when analysts publish forecasts for the year ahead. Of course, many of these forward-looking forecasts are based on data from the past. For example, one... Read More