06/11/26
Bull Jumping In Crete
06/10/26
Inflation & Employment Indicators Are Mixed As Fed Meets
06/09/26
Booming Number Of Retiring Boomers Supports Consumer Spending & Depresses Saving
06/07/26
MATERIALS: Small Weight, Big Growth
06/07/26
GLOBAL MARKETS CALL: ‘Go Global’ Getting Fried By Rising Fed Rate Hike Expectations
06/07/26
US MARKET CALL: June Swoon!
06/07/26
ECONOMIC WEEK AHEAD: June 8-12
06/04/26
Employment Is Heating Up, But So Is Inflation
06/03/26
June Swoon?
06/02/26
Is Wall Street’s AI Boom Spreading To Main Street? Nothing To Fear But FOMO?
06/01/26
Is There Enough IPO Money On Planet Earth To Fund SpaceX?
05/31/26
CONSUMER STAPLES: High P/E With Low Earnings Growth
05/31/26
GLOBAL MARKET CALL: ‘Go Global’ Should Outperform When Strait Reopens
05/30/26
ECONOMIC WEEK AHEAD: JUNE 1-5
05/30/26
US MARKET CALL: FEMO-Driven Stock Market Meltup
05/28/26
Inflating, But Not Stagnating
05/28/26
Gold Ready To Shine Again?
05/27/26
What Could Possibly Go Wrong?
05/26/26
Retiring Baby Boomers & The G-Shaped Economy
05/25
GLOBAL MARKET CALL: US-Iran Deal Would Boost Go Global Investment Strategy
05/24
CONSUMER DISCRETIONARY: Another Concentrated Sector
05/24
US MARKET CALL: FOMO vs FEMO (Fabulous Earnings Momentum)
05/24
ECONOMIC WEEK AHEAD: May 25-29
05/21
Mindboggling: Quantum Computing + AI + Resilient Economy
05/20
Fed Minutes Should Please Bond Vigilantes
05/19
Don’t Freak Out About The Bond Vigilantes Just Yet
05/18
Leaders, Laggards & Breadth In The Current Bull Market
05/17
MARKET CALL: Time for A Break Or a Brake?
05/17
ECONOMIC WEEK AHEAD: May 18-22
05/16
COMMUNICATION SERVICES: Highly Concentrated With GOOGLE & META
05/15
Another Day, Another Step Closer to a Tightening Bias
05/13
From Cuts to Hikes: The Fed’s Shifting Calculus
05/12
CPI Heats Up But, Unlike 2021-22, Wages Remain Cool
05/10
ECONOMIC WEEK AHEAD: May 11-15
05/10
MARKET CALL: Raising Our 2026 S&P 500 Target Range Due To Earnings-Led Meltup
05/09
INDUSTRIES: Mag-7 Isn’t The Only AI Game In Town
05/07
Productivity Booms As Labor Market Shows Signs Of Revival
05/06
Earnings-Led Meltup
05/05
Artificial Intelligence: To Infinity & Beyond!
05/04
Bond Yields Heating Up
05/03
MARKET CALL: Up, Up & Away
05/03
ECONOMIC WEEK AHEAD: May 4-8
04/30
The Roaring 2020s Express Train
04/29/26
No More Mr. Nice Guy
04/28/26
Powell’s Swan Song
04/27/26
GLOBAL CALL: Why Are Stock Prices Rising Around The World?
04/26/26
MARKET CALL: Devil-May-Care
04/25/26
ECONOMIC WEEK AHEAD: April 27-May 1
04/25/26
INFORMATION TECHNOLOGY: Creative Destruction On Speed
04/23/26
Stock Market Rally Isn’t Running Out of Fuel. US Economy Still Acing Stress Tests
04/22/26
Warsh, Rinse, Repeat
04/21/26
Power Vacuum In Iran Isn’t Fazing US Economy
04/20/26
ENERGY: A Buying Opportunity
04/19/26
MARKET CALL: Animal Spirits Are Back04/18/26
INDUSTRIALS: Earnings & P/E Multiples Boosted By Booming AI, Onshoring & Defense Spending
04/18/26
ECONOMIC WEEK AHEAD: April 20-24
04/16/26
Stock Market Highs Confirm US Economy Is A Winner
04/15/26
The Champagne Glass Is More Than Half Full
04/14/26
Mr. Market Says The War Is Over
04/13/26
ROARING 2020s: Wall Street’s Analysts Even More Bullish On Earnings Than Us!
04/12/26
MARKET CALL: Yogi Was Right: ‘The War Ain’t Over Till It’s Over’
04/12/26
ECONOMIC WEEK AHEAD: April 13-17
04/11/26
FINANCIALS: Private Credit Fears Creating Attractive Values
04/09/26
How Transitory Is The Inflation Problem Ahead?
04/08/26
As Yogi Said: ‘It Ain’t Over Till It’s Over’ & ‘It’s Déjà Vu All Over Again’
04/07/26
Apocalypse Now, Not! Lowering Recession Odds
04/06/26
Oil Price Shock Boosts March Prices-Paid PMIs
04/05/26
MARKET CALL: The Tug Of War Between P/E And E
04/05/26
ECONOMIC WEEK AHEAD: April 6-10
04/02/26
Stocks: Was That The Bottom On Monday?
04/01/26
POTUS Sees An Exit Ramp Up Ahead
03/31/26
Relief Rally Ends Correction Risk
03/30/26
The War, The Yield Curve, The Fed, Private Credit, and Gold
03/29/26
MARKET CALL: Stock P/Es Discounting Higher-For-Longer Oil Prices & Interest Rates
03/29/26
ECONOMIC WEEK AHEAD: March 30-April 3
03/26/26
Eurozone’s Latest Energy Crisis
03/25/26
Gold, Oil, Stocks & Bonds In The War
03/24/26
‘Obliteration Day’ Was Postponed. Time To Buy Stocks?
03/23/26
Thanks For The Memory
03/22/26
ECONOMIC WEEK AHEAD: March 23-27
03/22/26
MARKET CALL: Odds Of A Longer War Increasing As Trump Set To Declare Victory
03/19/26
Why Is Gold Melting?
03/18/26
Did Powell Trigger A Tapering Tantrum In The Stock Market Today?
03/17/26
Oil Shock Is Latest Test Of US Economy’s Resilience
03/16/26
A Break In The Weather
03/15/26
ECONOMIC WEEK AHEAD: March 16-20
03/14/26
MARKET CALL: The War Is Getting Foggier
03/12/26
Dire Strait & The Home Front
03/11/26
FINANCIALS: Black & Blue Owl
03/10/26
Buying Time Till Iran Surrenders
03/09/26
Policymakers Trying To Cap Gushing Oil Fears
03/08/26
ECONOMIC WEEK AHEAD: March 8-12
03/08/26
MARKET CALL: Oil Price Going Straight Up As Strait Of Hormuz Remains Closed
03/05/26
Straitjacket: Iran’s Chaos War Strategy
03/04/26
Dire Strait Versus Home On The Range
03/03/26
On The Fog Of War & Having Second Thoughts
03/02/26
SWEET & SOUR: Iran, China, M-PMI, & PPI
03/01/26
ECONOMIC WEEK AHEAD: March 2 – 6
02/28/26
MARKET CALL: Record High For S&P 500 Equal-Weight Stock Price Index
02/27/26
GEOPOLITICS: The Clock Is Ticking In The Middle East
02/26/26
Will The US Economy Remain Resilient Despite AI Derangement Syndrome?
02/25/26
Update On AI Derangement Syndrome & Its Consequences
02/24/26
Foreigners Are Buying, Not Selling, US Securities
02/23/26
Is AI Frankenstein?
02/22/26
ECONOMIC WEEK AHEAD: February 23–27
02/22/26
MARKET CALL: A Loopy Stock Market
02/19/26
4724: The Year Of The Fire Horse
02/18/26
Nirvana: Will Somebody Tell The Fed That We Have Arrived?
02/17/26
The Great Valuation Rotation Of The Roaring 2020s
02/16/26
ECONOMIC WEEK AHEAD: February 17–20
02/16/26
Inflation: Are We There Yet?
02/15/26
MARKET CALL: AI Is Speed Skating On Ice
02/12/26
AI Immunity Trade Strikes Again
02/11/26
Desperately Seeking AI Immunity … January’s Pleasant Jobs Surprise
02/10/26
AI Disrupts Financials. Bad Data Misleads On Economy
02/09/26
Emerging Markets Continuing To Emerge
02/08/26
ECONOMIC WEEK AHEAD: February 9-13
02/07/26
MARKET CALL: Dow At 70,000 By 2029
02/06/26
Mini Tech Wreck Or Repeat Of The Big One?
02/05/26
AI Is Both Blessing & Curse … And: Is Bitcoin Biting The Dust?
02/04/26
Too Many Bulls Getting Shocked As AI Turns On Humans
02/03/26
AI Has Turned Technology Into An Even More Competitive Sport
02/02/26
Economy & Earnings Are Heating Up
02/01/26
ECONOMIC WEEK AHEAD: February 2-6
01/31/26
MARKET CALL: CME Margin Hike Triggers Hi-No Silver Away!
01/29/26
Another Yo-Yo Day In The Markets
01/28/26
Powell Says: ‘I Have Nothing On That For You’
01/27/26
Is Gold The New Bitcoin?
01/26/26
Time To Sell America?
01/25/26
ECONOMIC WEEK AHEAD: January 26–30
01/25/26
MARKET CALL: Geopolitical Risk-On Trade Causing Metals Meltup
01/22/26
Too Much Good Economic News?
01/21/26
From The ‘Art Of The Deal’ To The ‘Concept Of A Deal’ In One Day
01/20/26
Troubles In Tokyo & Nuuk Hit Stocks & Bonds
01/19/26
ECONOMIC WEEK AHEAD: January 20–23
01/18/26
MARKET CALL: So Far, So Good For Our Rebalancing Call
01/15/26
Dr Copper Is Bullish On 2026
01/14/26
US Economy & Earnings Ended 2025 Very Strongly
01/13/26
It’s Been A Long Year Already
01/12/26
Banking On Banks
01/11/26
MARKET CALL: Earnings Powering The Bull Market
01/11/26
ECONOMIC WEEK AHEAD: January 12–16
01/08/26
Roaring Productivity Versus AI Bubble
01/07/26
Two Long-Distance Runners: Forrest Gump & The US Economy
01/06/26
Will SMidCaps Outperform In 2026?
01/05/26
Off To The Races
01/04/26
MARKET CALL: Don’t Cry For Him, Venezuela
01/04/26
ECONOMIC WEEK AHEAD: January 5–9
01/02/26
MARKET CALL: 1920s And 2020s Not The Only Roaring Decades
01/01/26
CRIB SHEET: The New Year