Is Bad Economic News Still a Market Positive?
If today's jobs news is weak again the likelihood of a July cut will be a near certainty.
G-20 Trade Update, Plus Charting Apple: Market Recon
Apple's push toward services is a valuation-driven necessity.
Kass: You Should Not Read This Column If...
If you believe the following statements, this column clearly is not for you.
Market Activity, China Trade, Q2 Earnings, Trading TAL Education: Market Recon
Is the expansion on borrowed time? Is this expansion elderly? Or is this expansion still youthful, as in terms of growth?
Market Greets Bears' Arguments With a Shrug, Which Keeps Feeding the Upside
Market players know the negative arguments well, but the indices continue to hold up so they have little choice but to put cash to work rather than miss out.
Halfway Through 2019, Consider These 26 Stocks
Let's dissect what we are looking at, slow it down, take it apart, put it back together, and then kick it twice for good measure.
Ace Economist Andrew Hunt on Why Markets Were So Buoyant in June
Hunt watches a set of somewhat obscure financial indicators that have strong correlation with the performance of global equity markets.
The Market Remains Totally Unconcerned About Any Possible G-20 Bad News
Poor economic news is not having any impact on this market right now due to confidence that a rate cut will be forthcoming from the Fed.
This Dividend King Is in a Sweet Spot Right Now
Defensive names with inelastic demand are in a good place right now.
Tough Tuesday, Wavering Consumer and Interpreting the Fed: Market Recon
Key to a China trade deal will be that both sides come away from the G-20 meeting with the feeling that progress has been made, and that the schedule of tariffs has not been expanded.