Everyone seems to be either thinking we're going to hell in a handbasket or that we're strong and nothing's wrong -- here's my take.
It is plummeting confidence, not a weakening economy, that is the enemy right now. Fear can be a powerful driver towards recession.
What's causing the 10-year Treasury to yield less than the 2-year -- a highly unusual set-up that we haven't seen since the eve of the Great Recession -- during a time when the U.S. economy seems to be humming along?
Random musings - looking forward to the club call momentarily!
Algos think short term, autopilot is not the best way to invest for the long term, especially when it goes against Warren Buffett.
Here are the other companies that will get a boost from pushing the tax on imports to mid-December.
By delaying tariffs on Chinese imports, the president is proving he's probably the most stock-sensitive leader in U.S. history.
Not everything can go down, even if the economy turns weak.
Own, but don't buy yet, Dollar Tree and Darden Restaurants.
Uber may be trying to do too much to be able to dominate.
I want you to be calm and collected and I will not scare you with false fears.
Steadily, the once-revered markets of Brazil, Russia, India and China have become hazardous places to do business.
Lower rates are terrible unless you spend money, buy goods, create businesses, refinance loans and basically exist in America.
Here is what is really happening with the China trade war, and how to think about your portfolio as it continues.
Because of our strong economy with virtually no inflation, we have the upper hand in the Chinese talks and, I believe, we could get a deal if we thought the Chinese were going to change their ways, not just their buying patterns.
And why they should not have been broken.
It would help if our allies -- particularly the Germans -- were to agree with our Treasury Secretary, because they have much more to lose from a devaluation of the yuan than we do.
Remember we are a domestic, service economy, not a big exporter, so it's not all that hard to find good stocks.
The rule is causing us to put money to work looking for stocks that are down 10% or more from their highs.
These stocks and sectors are safe havens, and may even be opportunities.
When things calm down, you will be able to buy stocks that have worked before the initial tariffs and will work again, so let me give you my list of what to pick up.
Given the fix he's in, the Fed chief stuck his neck out in the right direction, and what matters, in the end, is he cut rates and will cut 'em again if things continue to soften.
Jerome Powell's mid-course correction discussion was gobbledegook, and this market is no longer strong enough to absorb it.
A quarter-point rate cut? In many ways the Fed is just an afterthought when you drill down to the guts of why some stocks -- like Apple -- are winning.
Let's see, let' try to do some back of the envelope algebra.
Brown, a real deal pioneer, is no Elon Musk. He wants to hear what you have to say.
With the backdrop of an expected rate cut, Boeing wavering, retailers scrambling, and an ongoing tariff war with China, understand that your playbook is to buy stocks and hold them for as long as your homework shows that their businesses remain strong.
Johnson hatched a comeback based on technology and convenience, his strong suits.
From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.
The fact that the stock's running could be because CEO Bob Swann called the bottom in data center spend.