Explosive FED Data

Explosive FED Data

I’m shocked. Housing starts data was released this morning, and the results blew every possible expectation out of the water -- consensus was 1.373 M new starts and the number came in at 1.608 M. This tells us that the U.S. is still in expansion mode. It...
Hot Sector To Watch

Hot Sector To Watch

Phase 1 of the U.S./China trade deal was finally signed yesterday in Washington.This should ease tension, at least temporarily, after Wednesday’s announcement that tariffs on Chinese goods wouldn’t be reduced until the agreement was signed.However, investors remain...
Crucial Earnings For Big Companies

Crucial Earnings For Big Companies

Most in the media have been telling you the U.S./China trade war was over. Phase I of the deal was signed… what could go wrong?As I’ve been warning you, a lot.The first phase of the deal was very narrow and didn’t really tackle the tougher stuff that started the trade...
Fed Doesn’t Matter…

Fed Doesn’t Matter…

The Fed painted themselves into a corner…After lowering rates three times in 2019, it’s out of ammunition to stoke markets higher. Even the last two rate cuts failed to rally long-dated bonds -- they’ve been in a downtrend since August. That’s why I believe Fed data...
Big Week Ahead

Big Week Ahead

We’re now in the second week of the year. Almost everyone is back from vacation and on their regular schedule -- including folks on Wall St. This week, I’m expecting volume and volatility to increase -- which is exactly what we want as traders. And on Thursday, we...
3 Winning Stocks

3 Winning Stocks

We’ve officially made it to the last day of the full trading week of 2020, and it seems like the market is ready to put the Iran conflict in the rearview mirror.The international incident (which could have started a war) didn’t even spark a gold or bond market rally....
Market Changes Focus

Market Changes Focus

The threat of war with Iran seems to be mostly over, and I think the market agrees with me.The VIX -- also known as the Fear Index -- didn’t budge after the U.S. airstrike or Iran’s retaliatory attack. And as I write this, the VIX is down 4.7% on the day. I’ve...
Iran Attacks

Iran Attacks

The retaliation nobody has been hoping for occurred last night: Iran fired missiles at U.S. forces in Iraq.With the official escalation from Iran, investors have every right to be wary of the market's reaction.However, it looks to me (and the market) as though Iran...
War…What War?

War…What War?

Investors are nervous… even if the market isn’t reacting.The U.S. airstrike that killed a top Iranian general has significantly increased tensions in the middle east.  The big questions investors are asking is whether Iran will retaliate against the U.S. and...
Global Economy Impacted?

Global Economy Impacted?

It’s the first Monday of 2020, and we already have major things occurring with Iran driving the market.Last week the U.S. launched an airstrike in Iran, killing one of their top generals.With so much friction between Iran and the U.S., a lot of questions have been...