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.