06/29/25
MARKET CALL: New Highs Suggest Stock Market May Be Back In Meltup Mode
06/29/25
ECONOMIC WEEK AHEAD: June 30–July 4
06/26/2025
July 9 Trade Deals Deadline ‘Is Not Critical’
06/25/2025
Semiconductors Leading The Stock Market Higher
06/24/2025
A New Day In The Middle East
06/23/2025
Ceasefire
06/23/2025
ECONOMIC WEEK AHEAD: June 23–27
06/22/2025
MARKET CALL: Trump Says Iran’s Nuke Program Is ‘Obliterated’ . . . What’s Next?
06/19/2025
IN 11 CHARTS: Fed Remains On Hold, But Still Leans Towards Easing
06/17/2025
“UNCONDITONAL SURRENDER”
06/16/2025
Stocks Up As Mullahs Ready To Talk, Again
06/15/2025
ECONOMIC WEEK AHEAD: June 16–20
06/15/2025
MARKET CALL: In The Middle Of The Middle East
06/12/2025
Inflation Is Chilling Down While Middle East Is Heating Up
06/11/2025
Stagflation’s Absence, Trump’s Deal-Making, Government’s Higher Debt
06/10/2025
Betting On Bullish Hard Data, Not Bearish Soft Data
06/09/2025
Inflationary Expectations Decline In US As China Deflates
06/08/2025
ECONOMIC WEEK AHEAD: June 9–13
06/08/2025
MARKET CALL: Meltup Again? (Do We HaveNothing To Fear But Nothing To Fear?)
06/05/2025
He Said, Xi Said
06/04/2025
Mixed Bag
06/03/2025
Another Happy-Go-Lucky Day
06/02/2025
Mixed Signals
06/01/2025
ECONOMIC WEEK AHEAD: June 2–6
05/31/2025
MARKET CALL: S&P 500 Earnings & Valuation
05/29/2025
Checks And Balances
05/28/2025
From Trump’s Tariff-Postpone-Repeat to Court’s Cease-and-Desist
05/28/2025
Nvidia Isn’t Cisco
05/27/2025
Happy Day
05/26/2025
ECONOMIC WEEK AHEAD: May 27–30
05/25/2025
MARKET CALL: Buckle Up, Again
05/22/2025
The Elephants In The Room
05/21/2025
Is A US Government Debt Crisis Imminent?
05/20/2025
Risk On & Off Here & There
05/19/2025
Let Them Eat Tariffs!
05/18/2025
MARKET CALL: Valuation Mojo Driving Stocks’ Big Mo Rally
05/18/2025
ECONOMIC WEEK AHEAD: May 19–23
05/16/2025
Not Much Stagflation Today
05/14/2025
POTUS: From Tariff Man To Global Salesman
05/13/2025
A Quiet Day For A Change
05/12/2025
Recalibrating Our Forecasts As Stock Market Roars
05/12/2025
By The Shores Of Lake Geneva
05/11/2025
ECONOMIC WEEK AHEAD: May 12–16
05/11/2025
MARKET CALL: Let’s Make A Deal
05/08/2025
From Trade Wars To Trade Deals
05/07/2025
Stop The World—We Want To Get Off!
05/06/2025
FOMC Day Minus One: Waiting For Nothing
05/06/2025
A Seinfeld Kinda Day: Nothing Really Happened
05/04/2025
ECONOMIC WEEK AHEAD: May 5–9
05/04/2025
MARKET CALL: ‘Mission Control, We Have Thrust’
05/02/2025
Year Of The Snake
05/01/2025
Is The Economy On The Edge?
05/01/2025
US Economy Is Tariffied
04/29/2025
Consumers Go Shopping To Beat Depression & Tariffs
04/28/2025
Bonds Are Stirred, Not Shaken
04/27/2025
ECONOMIC WEEK AHEAD: April 8–May 2
04/27/2025
MARKET CALL: Death Cross Versus Zweig Breadth Thrust
04/24/2025
Strongest Buy Signal Ever?
04/23/2025
POTUS Blinks
04/22/2025
Is The Dollar As Weak As They Say?
04/21/2025
Damage Assessment
04/21/2025
ECONOMIC WEEK AHEAD: April 21-25
04/20/2025
MARKET CALL: Contrarian Indicators Showing Too Many Bears
04/17/2025
Gold Is Glittering
04/17/2025
Trump Making Powell The Fall Guy Again
04/16/2025
Is The US In A Recession?
04/15/2025
A Rubik’s Cube Of Questions Along With Some Weak Soft Data
04/14/2025
Stocks Rise On Latest Trump Pivot
04/14/2025
Tit-For-Tat: The Opposite Of Panda Diplomacy
04/13/2025
ECONOMIC WEEK AHEAD: April 14-18
04/13/2025
MARKET CALL: Follow The Bouncing POTUS
04/10/2025
Bond Vigilantes Remain Unhappy
04/09/2025
Bond Vigilantes Hit Another Homerun
04/08/2025
Is Something About To Blow Up In The Credit Markets?
04/07/2025
Looking For A Stock Market Bottom
04/06/2025
MARKET CALL: Wall Street Is Main Street
04/06/2025
ECONOMIC WEEK: April 7-11
04/04/2025
Stock Vigilantes Declare: ‘Mr. President, Tear Down This Tariff Wall!’
04/03/2025
More Bad News Caused By Trump Turmoil 2.0
04/02/2025
Stocks Greet Liberation Day With Bronx Cheers
04/01/2025
Unsettling Economic Policy Conditions Starting To Unsettle The Economy
03/31/2025
Our New S&P 500 Earnings & Price Targets Under Trump’s Reign Of Tariffs
03/30/2025
LIBERATION WEEK: March 31–April 4
03/28/2025
REPRINT: ‘The Protectionist Road To Depression.’ Déjà Vu All Over Again?
03/27/2025
Trump Slams On The Auto Tariff Brakes
03/26/2025
The AI Trade
03/25/2025
Losing Confidence
03/24/2025
Helter-Skelter
03/23/2025
‘There Will Be Flexibility’
03/23/2025
ECONOMIC WEEK: March 24–28
03/20/2025
US Economy Is Still Resilient, But Tariffs Pose Risks
03/19/2025
Certainly Uncertain
03/18/2025
‘Liberation Day’ Coming One Day After April Fools’ Day
03/17/2025
Was That The Bottom?
03/16/2025
MARKET CALL: The Best Trump Trade
03/16/2025
ECONOMIC WEEK: March 17–21
03/14/2025
Scared Cat Bounce?
03/13/2025
Why Cooler Inflation Isn’t Lifting Markets
03/12/2025
The Trump Put Is Kaput!
03/11/2025
Will Trump Tariff Turmoil Dim The Economy’s Lights?
03/10/2025
Stock Market Vigilantes On The Warpath
03/09/2025
MARKET CALL: Investing Without A Trump Or Powell Put
03/09/2025
ECONOMIC WEEK: March 10-14
03/05/2025
IN 10 CHARTS: Moving Markets
03/05/2025
Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
03/04/2025
Are Odds Of A Bear Market Rising? Will Earnings Save The Day?
03/03/2025
Getting Dizzy? Buy Gold
03/02/2025
ECONOMIC WEEK: March 3–7
03/02/2025
MARKET CALL: Riding A Bucking Bull
02/27/2025
Another Growth Scare
02/26/2025
The Digital Revolution Marches On As Nvidia Beats
02/25/2025
In 10 Charts: Consumer Confidence & Jobs
02/24/2025
Dollar Still Dominant Despite Recent Weakness
02/23/2025
MARKET CALL: Still In Choppy Waters Or Going Over A Waterfall?
02/23/2025
ECONOMIC WEEK: February 24-28
02/20/2025
Hitting A Wal(mart)
02/19/2025
Mind The Minutes
02/18/2025
Buying What Glitters
02/17/2025
MARKET CALL: Unexceptional Performance Of US Stocks So Far In 2025
02/17/2025
ECONOMIC WEEK: February 18–21
02/13/2025
Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
02/12/2025
Fed Rate Cuts On Ice As Inflation Heats Up
02/11/2025
Eyeing The CPI
02/10/2025
Economic Growth Seems To Be Picking Up
02/09/2025
ECONOMIC WEEK: February 10–14
02/08/2025
MARKET CALL: Choppy Waters
02/06/2025
A Bond Vigilante In Trump’s Court
02/05/2025
Bessent Follows Yellen’s Lead & Gold Price Rises To New High
02/04/2025
Animal Spirits Boosting Capex Plans
02/03/2025
Make Manufacturing Great Again!
02/02/2025
ECONOMIC WEEK: February 3–7
02/02/2025
MARKET CALL: Beware The Front-Cover Curse & Trump Tariffs 2.0
01/30/2025
Fed’s Dovish Pause Boosts Stocks, Gold, And Bitcoin
01/29/2025
Powell Presses The Pause Button
01/28/2025
Back On The Happy Trail
01/27/2025
Stocks Stay Afloat In Deep Waters
01/26/2025
ECONOMIC WEEK: January 27–31
01/26/2025
MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
01/23/2025
Take Down These Interest Rates And Oil Prices Too!
01/22/2025
Sentiment Remains Remarkably Bearish, Which Is Bullish
01/21/2025
Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
01/21/2025
MARKET CALL: Momentum Is Hard To Stop
01/20/2025
ECONOMIC WEEK: January 20–24
01/16/25
US Economy: Another Mostly Pretty Picture
01/15/25
Today Was A Good Day
01/14/25
Not Too Cold, Not Too Hot
01/13/25
Valuation & Beauty
01/12/25
The Economic Week Ahead: January 13–17
01/12/25
MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
01/09/25
A Bunch Of Cool & Colorful Charts
01/08/25
Bond Yields Have Normalized
01/07/25
Bond Vigilantes Put 5% Yield In Crosshairs
01/06/25
Will SMidCaps Continue To Underperform?
01/05/25
The Economic Week Ahead: January 6–10
01/05/25
MARKET CALL: AI Coming To Vegas, Baby, Vegas
01/02/25
The Great (Yield) Fall Of China
01/01/25
2024 Was A Roaringly Good Year For Stocks