Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.
The easiest mistake to make right now is to say that this can't continue for long. That simply is not true.
The yellow metal's daily chart can be characterized in two different ways, both foreshadowing higher prices ahead.
Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?
You may want to anticipate weakness but the opportunity cost of poor timing is so high that it is better to be reactive, not proactive.
The trade deal is done, with many loopholes, and Phase 2 won't proceed until after the election, so all eyes are now on the Fed FOMC meeting at the end of January.
Growing sales of used iPhones are contributing to installed base growth, while relatively high resale prices give Apple some indirect iPhone pricing power.
Those words relate well to the kind of market we're in now.
Liquidity and earnings will play a big role in how the indexes move in the days and weeks to come.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.