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The Cold War With China Already Is On, So Here's What to Do Next: Market Recon

Plus, checking in on the yield curve, the Put/Call Ratio, political gamesmanship here and abroad, and a handful of tech names.

The Fed Just Made a Game-Changing Move

The Fed is considering introducing a rule that would let inflation run above its 2% target.

A December to Remember: A Look at Fed Action from Last Year

Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.

5 Catty Responses to the Bulls' Narrative

This year's market performance clearly indicates the bulls are winning, but their arguments may not hold in the coming year.

Fed Gov. Brainard Gives Clues to Slowdown Strategy

Influential Federal Reserve Governor Lael Brainard spoke this week about how the Fed might combat a recession -- investors should listen up.

To Truce or Not to Truce?

As we hear the ongoing dueling news of either a looming tariff hike or trade truce, here is my take on the possibility for either against the bigger backdrop of central banks and liquidity.

News While You Slept, Semi Tough and Updates on Amgen and Splunk: Market Recon

Also, Fed Chairman Powell says there are no plans for a U.S. digital currency (for now), plus Tesla's electric pickup.

Fed Minutes Offer Clues on Possibility of Dec. Rate Cut

It appears that an overwhelming amount of bad news would be needed for the Fed to cut in December, but 2020 is a different story.

Standing Firm on China, Yield Curve Vigilance and Calling AT&T: Market Recon

Plus, we check out the latest negative headline on Boeing.

We Are in 'Show-Me-the-Growth' Mode

Markets are rising with the Fed and other central banks reducing rates and injecting liquidity to stimulate the global economy once again, but will it be enough?