A New Era or Just Another Bubble? Rather than focusing solely on macroeconomic analysis, I’ll emphasize how we can actually profit amidst this uncertainty.
Mid-Year Markets Review: Charting a Course for the Months Ahead With the first half of the year now behind us, this seems an opportune moment to pause, take a broader view, and reflect on what these signals might be telling us
Why the Dollar Is Struggling While Europe Looks Strong There's no clear long-term correlation between a nation’s stock market performance and their currency performance, but the euro has clearly been a real champion this year
Shockwaves from Oil, Tariffs, and the Fed Are Hitting the Markets The economy is at a major crossroads, and it could very well start to deteriorate over the coming months.
Why the Dollar Could be Headed Sharply Lower There's a poison pill clause in the recent budget that could prove to be a very dangerous factor in the dollar’s performance
Going Cold Turkey on Deficit Spending? Congress Would Rather Wait for a Crisis Unless Congress changes its policies, there will be a point at which the U.S. will be forced to take emergency action.
Stocks Are Up, But Conditions Are Weaker Fundamentally, conditions are now weaker than they were when stocks last traded at these levels, which was at the start of this year.