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...

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...

Tariffs announced by the White House last week sparked what may turn out to be a worldwide liquidity event. Increased tariffs, something...

Markets unraveled this week after the release of reciprocal tariffs. Was the response justified or perhaps the opportunistic behavior of...

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

Are markets melting down over tariffs or are investors just having trouble adjusting to a world where 7-10 stocks don't go up every week?...

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...

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

Markets are providing conflicting information and investors are unsure of what moves to make next. Can investors have the best of both...

While some sectors were strong during the period, the S&P 500 failed to deliver a "Santa Rally" this year. Breadth continues to be an...

Big tech roared back to life last week, while defensives took a back seat. Investors continue to have a strong appetite for US equities....

While equities moved higher in a holiday-shortened week, not all sectors were equal as cyclicals gave way to defensives. Even with the...

Equities resume run higher, despite stretched valuations. A record $448 billion has flowed into US equities year-to-date, marking the...

Valuations, indicators, and history would suggest that all things are not equal in the market and in the economy. That's the impetus for...

Virtually all risk assets were higher last week after the election results and another rate cut by the Fed. However, regardless of who...

Sometimes things seem different, and yet they are still the same. Regardless of who was going to emerge victorious on election day, the...

It's usually said that markets trade ahead of the economy. So is the economy catching up? Equities declined late in the week, but...

The last several weeks we've explored some of the signs that markets are shifting. From valuations to labor weakness to economic...

Markets shifted last week as tech names gave way to "value" stocks. Economic data was better than expected last week, but a deeper look...

There are positives to take away from some of the economic data and there are some negatives. Technical data is also a little misleading...