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Economy

Here's Why It's Not Yet Time to Buy Retail Stocks

Something tells me there will plenty of 'Black Friday' bargains to be had this year.

Man on a Mission, No Easy Recessions, Real Rotation, Retail Capitulation?

Plus, all US big banks pass the latest Fed stress test despite tougher standards, and a quick look at Dollar General.

Kass: Pangloss I'm Not, But Here's Why I'm More Bullish Than Many

I'm mindful of the challenges of executing a soft economic landing, but the potential for the positive optionality of expected outcomes is expanding.

Here's What You Need to Know About Investing in Energy

The rudderlessness in DC has created an environment that's downright hostile to domestic exploitation of hydrocarbons.

We're Still Dancing Around to Macro Matters From the Fed

We'll see how well things hold up today when Chairman Powell wraps up his testimony.

In a Market That Lacks Clarity, Patience Is the Best Bet

The biggest problem is that it is impossible to accurately discount what the future may hold because it is so uncertain.

Winnebago's Numbers Were Awesome: Here's How to Go Along for the Ride

Here's my trading strategy for investors right now.

Tuesday's Rally, Island Reversals, 5 Observations, Metaverse, Apple in China

Biden said: 'We need more money to plan for the second pandemic. There's going to be another pandemic. We have to think ahead.' Absolutely terrifying.

An Oversold Bounce Is Developing -- But Don't Be Too Trusting

Now is not the time to build longer-term positions.