Kratos Defense & Security Solutions, Inc. (KTOS)

What We Need Now? Pure and simple. Follow through. Equity markets have to follow through.

As Treasury heads for longer-dated issuance and names like PTON run higher on earnings, selloffs late in the trading day continue.

Consider these stock model ideas: virus groups, work remotely, and fiscal.

Here are a number of things that I'm watching now.

It offers exposure to unmanned aircraft systems, drones, tactical missile systems, first-responders, telecom connectivity, and is exploring commercial A.I. & agricultural applications.

BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.

Apparently, unless the Iranian military simply does not train on their weapons, which I do not believe, the exercise was one of saving face... for now.

What I suggest individual investors do is give their portfolios a physical. Like a visit to the doctor.

What you have is a geopolitical event that markets were not positioned for.

U.S. strategic and economic interests remain dependent upon the ability to project force and influence where ever and when ever necessary.

OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.

Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.

Should these impeachment proceedings linger, this will be the first time that a reelection campaign is run under such conditions, meaning that the unpredictable becomes that much more predictable.

The U.S. economy may see a real lift-off in consumer prices due to higher energy prices, even if certain sectors stand to benefit greatly -- as might the trade deficit.

The drone attacks on Saudi oil operations even could influence the Fed's thinking on inflation and rates.

Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.

Understand that the expected Fed rate cut today is not about recent economic performance in the least.

The drone maker already has had a great run this year and its technical signs indicate the move upward could continue.

Here are defense companies to watch as the U.S. responds to offensive threats posed by China and Russia.

What started as a 'small step' 50 years ago this weekend has launched a journey that's really now taking shape in ways never before believed -- for the military, potential civilian travel and coming investor opportunities.

While perhaps not good long-term holds at these prices, Raytheon and Northrop Grumman may be good trades.

As investors once again anticipate a near-ZIRP environment, keep an eye on defense names and gold.

If the United Technologies/Raytheon deal makes any smaller defense name attractive, it might be this one.

The economy will never function normally, or at least in a more sustainable, healthy way until repairing the yield curve is accomplished.

China is almost out of ammo in the trade war. To us, that might look like we are close to a solution. Don't bet on it.