You can't see the future, but you can be ready -- with cash -- to act quickly as opportunities arrive.
How companies talk about tariffs is becoming a defining characteristic going forward.
In the stock market, we are condemned to repeatedly watch stocks rally on trade news, only to have them pull back when the deal is not reached.
Three days of selling have helped to create healthier technical conditions.
With big selling made bigger by China trade headlines, bears are finally able to embrace the negative narrative they have long been forecasting.
Let me tell you why this China trade game is only an impediment a relatively small amount of the market, and what to expect going forward.
Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.
So far the selling is just some overdue consolidation, but a stronger defense is needed in case it gains traction.
It's a too true to be good moment. We need a shakeout. That should get the market where it has to go.
IQ appears ready to break out just as the broader market stalls.
Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.
October retail sales fell 24%, the worst one-month decline on record. Watch these restaurants and food chains that are targets of the protests.
I do expect there to be some early to mid-December profit taking. But to get from here to year end without hitting some mid-month turbulence would be a pleasant surprise.
This year's market performance clearly indicates the bulls are winning, but their arguments may not hold in the coming year.
New laws in support of Hong Kong and the democracy movement were deliberately snuck in hours before the Detroit Lions kicked off and the Macy's Thanksgiving Day Parade.
Write this city off at your peril. Hong Kong is still the financial capital of East Asia, and will remain so as long as the Chinese Communist Party refuses to ease its capital controls.
Speculative interest was getting foamy and the action was mixed on Tuesday, but so far nothing is in sight that could take the market down.
These are the 10 reasons why we keep going up, despite all the bad news.
The market may need some rest and consolidation, but that doesn't mean it will produce a lot of downside.
As we hear the ongoing dueling news of either a looming tariff hike or trade truce, here is my take on the possibility for either against the bigger backdrop of central banks and liquidity.
Pro-Beijing candidates took a beating in Sunday's election, while young activists will take up seats of local power.
The Hong Kong stock market rallied for no good reason on Monday and Tuesday, then surrendered those gains; meanwhile, Alibaba easily sold $11 billion in stock there.
Also, Fed Chairman Powell says there are no plans for a U.S. digital currency (for now), plus Tesla's electric pickup.
When I saw how the president's manufacturing tour with Apple's CEO was portrayed, I found it almost horrifying.
There still is no compelling reason to bet on a major market correction at this time.
Clearly, Wednesday was a day of broad portfolio distribution. Not, however, the end of the world.
For many market players, corrective action at this point is a positive rather than a negative.
President Trump will only take a firm stance on Hong Kong if forced to do so to win re-election.
Yes, this seems to be a seminal moment with retail.
There is no 'tech' in tech.