There Is Generally Good Action on My Screens Today

The price action is quite good.

China Progress? March Jobs Data, Trading Lowe's: Market Recon

With any China deal, there must be a clear and verifiable method of enforcing compliance.

A Slower but Not Slowing Economy

The economy has slowed from its mid-2018 pace, but it is now stable at this slower pace.

GDP Growth Rising, Plus My Take on Amazon: Market Recon

Both U.S. and Chinese economic data is coming in stronger than expected, which will help support this rally.

Jim Cramer: Monday's Rise Was Driven by Chinese PMI

Portfolio managers care more about Chinese expansion than they do Chinese trade talks.

Bonds vs. Equities: Something Has to Give

It seems the bond market has taken a very pessimistic stance on any recovery happening.

Don't Fight the People's Bank of China

With both the Fed and PBC providing cheap capital, the market has a wind at its back.

Chinese PMI Data, Valuation Expansion and Playing Energy: Market Recon

I am taking profits on energy names on WTI's 32% quarterly gain.

Better Homebuilder Buy: KB Home or Lennar?

Time to break down the best bet.

Use Caution on Small-Caps, Plus Apple, Tesla and McDonald's: Market Recon

Equity markets marked time on Monday, mostly on light volume.