Currencies Will Eventually Matter for Crude Oil and Other Commodities

If the currency markets come back to life it will put oil back on the trading screens of speculators.

Trade Is Reaching an Inflection Point

I see two ways the trade talks can play out from here, and how the effects of each will ripple out into the global economy.

China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All

There are a number of important questions stemming from this series of events.

No False Positive: The Global Economy Is Slowing

Thoughts on the ISM, trade, Friday's key job report and how to play it all.

Gloom and Doom Could Lead to Several Positive Surprises

it seems that consensus is to interpret anything that can be viewed as bad, as actually bad, and anything that could be good, as an aberration that will soon become bad.

It's Time to Grow More Wary of Growth Expectations

GDP and corporate earnings trends are not favorable and increasingly indicate slowing economies here and abroad.

This Stock Is Now Power-ed on Three Fronts

Manpower Group is seeing significant un-reflected value from past performance, glowing future prospects for the coming three to five years, and a future currency-related rise due to an eventual weakening of the dollar.

3 Ways to Play a Strong Dollar

These 3 stocks have little overseas exposure and could benefit from dollar strength.

U.S.-China Trade War: Things Will Get Worse Before They Get Better

I start this week in risk-off mode and want to sell every rally in risk.

Fed Minutes Takeaways, What to Expect at Jackson Hole and How to Trade It

Two big points lead into what Jay Powell will be saying in Friday's speech.