Economy
Financial Market Behavior, General Mills Earnings: Market Recon
Markets must choose now between the easy, the tense and the uncertain. What could possibly go wrong?
Best Asset Class to Own Into the Second Half of 2019
Cash is king from a risk vs. reward perspective.
Prepare for the Next Bear Market With These Top All-Weather Stocks and ETFs
The only effective way to deal with a bear market is to prepare for it ahead of time.
Lockheed Martin and Kratos Are on My Radar, and I'm Tracking Gold: Market Recon
As investors once again anticipate a near-ZIRP environment, keep an eye on defense names and gold.
What We Know, What We Don't and What We Should Do With It: Market Recon
There are challenges the world and the markets face; be mindful of them, but do not fear… ever.
Powell Nailed FOMC Press Conference, Ball Is Back in Trump's Court
The market is cheering for rates to be cut, but forgets they are being cut on the back of global growth collapsing, which is negative for risk assets.
How to Position for Fed Day
Gaming the reaction to the FOMC meeting provides a good insight into how different market players try to gain an edge.
Bulls Walk the Market Up Slowly, but Keep One Eye on Fed
I'm inclined to add to Disney on today's weakness.
Look for Rebound in Housing-Related Stocks to Build in Second Half
Mortgage rates have been declining of late, which should help produce a better story for the housing market in the second part of 2019.
Fed Steps Up to the Plate, Paris Air Show, Trading Airbus: Market Recon
My thesis all along has been that an attempt to normalize the yield curve must be made, therefore I would choose to be proactive.