Here's my overall strategy right now and how I'm playing Uber.
The Bank of Japan has deliberately picked a time when almost nobody was expecting policy change to make a change in its policy.
The Dow finally stopped rallying, but now all eyes are on the bonds. Let's take a look.
Trying unsuccessfully to dodge inflation, we've turned the rudder too far and now we could end up in troubled waters.
Why does the U.S. dollar exert so much influence on commodities, stocks, and bonds? Let me show you.
There's one thing I'm most excited about and get ready for the most fascinating debate we'll see.
The big question for equities, is how much money got plowed into the market betting on the Fed being done.
The debate of what type of landing we are having will dominate conversation, but I am not sold on the 'soft' or 'no' landing scenario. Here's my take and the funds I'm watching.
Let's look at complacency and how it compares to the 1970s.
Rising inflation with weak growth has a name: stagflation.