A couple of trade deals, accompanied by an equity rally, and all of a sudden the recessionistas go running for the hills. It's almost as...

Equities took a bit of a breather last week as the Fed poured a little cold water on the recent rally. The Fed kept rates unchanged at...

Markets have risen more than 34% off the April lows as breadth has continued to improve. But now, investors play the waiting game - when...

More positive news on tariffs and a strong jobs report helped fuel equities last week. Tariffs and inflation remain at opposite ends of...

Sometimes investors have active imaginations or they just try to will their ideas into the market. A data-driven approach helps keep...

More news about potential pauses in tariffs, along with highly-leveraged institutional funds de-risking, seems to have calmed markets for...

After a few days of rough trading, it turns out all investors wanted was some good will from the President. But, was it really just all...

Markets reeled last week from perceived "hot" inflation data and continued stress over tariffs. Since the peak of Mag 7 stocks in...

Most equity sectors were positive last week as the market seemed to like what it heard from the Fed. Volatility declined last week as the...

Tariffs have not only confused investors, but now the Fed seems to be puzzled. It's not like we have anything to go by from past...

Markets continue to trade on tariff news, but markets stopped making new lows last week. On March 4th, new lows on the New York Stock...

Whether its news about tariffs or the latest economic release, markets seem to be jittery with each passing headline. Students of...

Equities rallied on Friday, but gave up ground for the week as a whole. As we've already pointed out, February is one of the weakest...

Some investors are looking for the falling sky, while other investors are passionately buying. Perhaps the truth is somewhere in between....

Inflation data surprised, but markets forged ahead. Both the Consumer Price Index and Producer Price Index data were higher than expected....

Sometimes, sage wisdom comes not in the form of new ideas, but the phrasing of existing ideas. A long-held belief in investing is that...

Jobs disappointed last week and Mag 7 pulled back. Since peaking on December 17th of last year, Mag 7 stocks have trended lower, overall....

Better than expected inflation numbers last week and dovish comments from Fed speakers pushed markets higher. Despite the monthly PPI &...

Sometimes in life you just have to laugh. Fed speakers waffle, markets turn on a dime, and investors ignore fundamentals. Life is crazy...

Investors came to grips last week with the likelihood that future rate cuts may be delayed. Last Friday's Jobs Report was higher for...