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This Is Not the 1999-2000 Bubble -- but There Are Similarities

20 years ago, the Fed propelled the market higher when it created massive liquidity due to fears of Y2K.

This Won't Be the Fed That Slays the Bull Market

Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.

Iran Attacks, 8 Defense Stocks, the Energy Space in 2020: Market Recon

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.

Is Oil's 'Lost Decade' Now Over?

Until the music stops at the Fed liquidity merry go round, the oil market dynamics point to a continued rise.

What We Learned From the December FOMC Minutes

The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.

Oil and the Unintended Consequence of Killing General Soleimani

It happened. Deal with it.

U.S.-Iran Escalation: 3 Things to Expect in the Market Now

There's my take on energy and the markets after the U.S. airstrike in Iraq.

January's Usual Selloff Depends on the Fed Balance Sheet

Until the Fed stop non-QE QE, this market can and will continue grinding higher.

3 Sectors to Watch, First Quarter Volatility, 10 Dow Dogs: Market Recon

Also: People's Bank of China, the Fed, U.S./China trade deal, Brexit, USMCA.

One Thing Is Sure About 2020: We Don't Know What Will Happen

No one accurately told us what would happen in 2019, so let's not try for 2020 -- but we can remember some valuable lessons.