It continues to be a good environment for aggressive trading, but we'll need to watch to see if worries about inflation start to have an impact.
Is the Fed ready to help markets start its rehab program or will it continue to feed the junkie?
Plus, a look at the unnatural reaction to higher consumer prices of the yield curve and equity markets.
Looking underneath the surface, there have been quite a few discrepancies in terms of themes, rotations and consensual trade unwinds.
Plus, we take quick looks at the charts of Apple and Tesla to discern what may lie ahead for those stocks.
Here's why the 10-year note could see 1% before it sees 2% -- and how to play the move.
Last week was the first week in ages that I thought there was as much good inflation news as bad even as very few seemed to notice it.
Looks like there was some chatter about 'talking about' tapering of quantitative easing and about speculation. Let's dig in.
Do you know any business leaders? None of them are going to like the idea of higher corporate taxes. None of them.
Here's a lesson I learned decades ago at Goldman Sachs about how stocks can move in times like this.