By
Mandeep Rai On
April 19, 201707:00 AM Eastern
Yes, reports on retail sales, jobs, inflation and manufacturing in the very recent past have missed expectations. That’s why the Atlanta Fed Model depicts a paltry 0.5% growth rate. But I sure...
By
Mandeep Rai On
April 18, 201707:00 AM Eastern
Financial stocks have done very well since Donald Trump was elected for a number of reasons. But one of them is paramount: The U.S. banking industry has been on the mend since the 2008 financial...
By
Mike Larson On
April 17, 201707:00 AM Eastern
Is today’s market volatile or non-volatile? The answer is … yes.
In fact, it reminds me of the famous Schrodinger’s cat experiment. That’s the one where Austrian physicist Erwin Schrodinger...
By
Mandeep Rai On
April 12, 201707:00 AM Eastern
If you remember a few months ago, I wrote a piece covering the history of recessions and expansions – one that said the average length of an expansion is 7.6 years. The longest, just prior to the...
By
Mike Larson On
April 10, 201707:00 AM Eastern
Late Thursday night, U.S. military forces launched 59 cruise missiles at a Syrian airfield. The strike came in response to a chemical weapons attack that Syrian President Bashar al-Assad unleashed...
By
Mike Larson On
April 7, 201707:00 AM Eastern
I’ve been plenty bullish on a wide range of sectors – including financials, infrastructure, and defense. But autos are definitely not one of them. That’s because more than a year ago, my...
By
Mandeep Rai On
April 5, 201707:00 AM Eastern
The President of China, Xi Jinping, is poised to visit President Trump at his Mar-A-Lago hotel resort later this week, and the highest priority on the agenda will likely be trade deals. This will...
By
Mike Larson On
April 3, 201707:00 AM Eastern
Donald Trump’s economic policies get a lot of credit for the recent market surge. And there’s no questioning his positive influence on everything from defense to infrastructure to financial...
By
Mike Larson On
March 31, 201707:00 AM Eastern
Today is the last day of the first quarter. That makes it a great time to catch up on ETF performance. Which ETFs shined in the first three months of the year? Which crashed and burned? And what...
By
Mandeep Rai On
March 29, 201707:00 AM Eastern
Sentiment readings have been soaring post-election, with the possibility of tax cuts, regulation reforms, and infrastructure programs clearly getting people excited.
In fact, yesterday’s...