Markets

Standard & Poor’s, the credit rating agency, believes the likelihood of the U.S. credit rating being downgraded in the near term is less than 33% ……Read More

When I evaluate potential stocks to trade, not only do I examine how well the company has done and delivered, but I also look at ……Read More

In a fascinating work on long-run economic cycles, J. Anthony Boeckh’s book The Great Reflation offers up some poignant research on the U.S. economy and its cycles. The Great ……Read More

As we approach the mid-point of the year, U.S. stocks continue to fare well with the annualized return of the Dow at 42% and the ……Read More

Something big happened at the beginning of the year—Wall Street gave up on Washington. I’ve been trying to figure out how this incredible stock marketaction started ……Read More

The bond market, dear reader, is becoming vulnerable. By keeping interest rates so low and by the Federal Reserve actually buying U.S. Treasuries, bond prices ……Read More