Two big points lead into what Jay Powell will be saying in Friday's speech.
Evaluating the market and policy discussion ahead of Jackson Hole, and how I am playing Zscaler on this weakness.
The bond market is calling the shots for stocks right now.
Despite the inverted-yield curve hysteria, the indicators show we should rally and come down again.
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?
Why this much-hyped move isn't so special and how to play it to your advantage.
Random musings - looking forward to the club call momentarily!
Former presidential adviser James Carville was right about the bond market being intimidating; it is right now.
But do think about refinancing your home mortgage.
Understanding yourself and the investing environment you are in are keys to avoiding panic brought on by fear.
Plus, if you think equities have been on an upward trajectory, you might want to give them a second, longer-term look.
Here are some of the signs I'm seeing now.
Let's see what the charts and indicators might look like.
If the macro issues calm down there should be some good trade opportunities.
This is an extremely nervous market that is grappling with a number of major macro-economic issues.
The Fed chairman's news conference threw markets for a loop with hawkish words that did not support the Fed's dovish actions.
The catalyst for equities is now out of the bag, it is just a matter of finding companies with that catalyst before everyone catches on.
Watch closely as the government opens a broad antitrust investigation into unidentified leading online technology platforms
Beware the old way of thinking about the Fed.
Our potential price targets for MKTX are $400 and $443
This appears to be one of the most spirited debates within the Fed in several years.
The problem is that the Fed's mission has moved beyond their mandate.
The Fed can't justify a rate cut soon on the strong jobs growth data. Expect bond selling and a follow-on hit to equities.
The question everybody is already asking, is, 'when to fade this rally?'
Cash is king from a risk vs. reward perspective.
The only effective way to deal with a bear market is to prepare for it ahead of time.
The odds that the Fed would cut were already quite low and the news Tuesday of some progress on China trade makes it even more unlikely.
There's a lot going on right now and the markets (and media) have difficulty latching on to more than three or four stories at a time.
My thesis all along has been that an attempt to normalize the yield curve must be made, therefore I would choose to be proactive.
The Fed needs the justification from the data to be able to cut -- it does not have that green light yet.