BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.
Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.
Here's why I shorted a few on JPM and my take on the eye-popping earnings.
Several Fed officials spoke on Thursday. The most important comments for folks to focus upon were made by Fed Vice Chair Richard Clarida. By far.
Investors should be paying close attention to the U.S. dollar index and its 100-week moving average.
Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.
You asked for it, so here it is: This is where to put your money if the conflict with Iran gets out of control.
The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.
Until the Fed stop non-QE QE, this market can and will continue grinding higher.
Expect the new to be old, and the bad to be good -- and Apple and Tesla to be real snoozers -- this year.
Beyond an algorithmic reaction, I do not expect an overtly positive market reaction when pen is put to paper on Phase One.
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
As long as central banks are pumping liquidity, it will continue to drive asset prices higher. Copper should be a beneficiary into the new year.
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
Perhaps so, as other factors such as lower interest rates and resolution of the Brexit issue serve as positive market forces.
The complacency of too many market participants presents opportunity, including with an options play.
Here are the mostly likely scenarios and impact on stocks and bonds.
Will President Trump's administration move ahead with plans to turn up the heat on China in such a way that U.S. consumers for the first time share some of that pain?
After the 266,000 payroll number on Friday, here's my analysis and how to prepare for the months ahead.
The Fed is considering introducing a rule that would let inflation run above its 2% target.
The next leg up gets overbought too quickly and sentiment turns bullish too quickly.
Plus, we check out the latest negative headline on Boeing.
Third quarter earnings season is down to the really nitty gritty. That said, there are still quite a few well known (to the public) retailers set to bring up the rear.
Here are my views on topics including interest rate risks, events in Europe that could push European yields higher and the ongoing trade talks between Washington and Beijing.
We also take a look at the charts of Costco Wholesale and Viacom to check out potential plays in both stocks.
The Fed has done what was necessary and now is on hold for the foreseeable future.
You can't have the best of all possible worlds, or at least you can't have it for long.
OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.
Be careful drawing too strong of a conclusion from these numbers.
It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.