Why I'm Shifting All the Way to Bearish Now
Look for Washington to rapidly lose interest in pumping stimulus into the economy.
Average Joe Has One Up on the Smart Money, but for How Long?
Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.
Equity-a-Palooza, Bank Stocks, Nasdaq 100 in the Red, Trading Thoughts
Rising U.S.-China tensions continue to weigh, but new home sales and stalled continuing jobless claims may be positive catalysts.
How Bad Will Unemployment Get, and How Might It Rebound?
The historic April jobs report provides clues on what to expect from here.
Jobs Report Suggests Economy May Be in Even Worse Shape Than We Thought
Hiring completely froze even before the stay-at-home orders started coming down.
Bonds: We Are in a Brave New World
Given recent actions, the way we view fixed income may be changed forever.
Credit and the Fed Lead the Way
Watch these three ETFs for the signs that Fed support is working.
Corporate Bonds and Preferred Stocks Are Looking Appetizing
Panic always creates trading opportunities, and right now those opportunities lie in corporate bonds and preferred stocks.
We Can Fix the Liquidity Crunch, But Can't Avoid the Economy Crunch
Action in a lot of these other securities only makes sense if there is a liquidity squeeze going on.
The Fed Goes All In: What It All Means and How It Will Shape the Markets
Here's how the central bank's actions might help.