An Ugly Jobs Report

In a declining market, yield will be your friend.

What the Jobs Report Means and How I'm Positioned

The 20,000 payroll gain is very suspect. I'm watching, but I want to see confirming evidence.

The Fed, Economic Data and What to Expect From Friday's Jobs Report

Economic signs point to slower growth, not a recession, in 2019.

Why It's Hard for Me to Be Bullish Right Now

I can't say I'm bearish, but there are a number of changes that have taken place in the last week or so that give me pause.

Stock Market vs. Bond Market: Is One Right and the Other Wrong?

Let's take a look at what each market is telling us.

Kass: 10 Surprises That Could Cause Stocks to Drop 5%+ in One Market Session

I continue to be of the view that 2018 marked the beginning of the end of the 10-year Bull Market.

Why Investors Should Watch the Yield on the 5-Year Treasury Note

Despite what you think about today's markets and the Fed, interest rates have always mattered.

What the Fed Minutes Are Saying

The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.

New York's Epic Amazon Failure; Buffett's 13-F; Traders Play It Safe Into Close

Why does it always make me feel uncomfortable when my plan diverges from Warren Buffett's?

Inflation and the Fed, and Europe May Be in a Recession Now

Price action and fundamental conditions show the limits on how high rates can rise.