Jun 26, 2018
While global growth is again sputtering, the U.S. has been the shining beacon. In short, the U.S. is in a great position to take a punch and these other countries are not. The Chinese economy was already slowing significantly.
Apr 6, 2018
Market selloffs are healthy. If we get an exaggerated selloff because of trade frictions, so be it. The process will benefit the long term trajectory of the market. And, in the end, that is what truly matters.
Jan 23, 2018
The problem is that even good news and positive events can have negative repercussions. Everything affects something else. A negative side effect of this booming growth may involve the world’s central bankers.
Oct 9, 2017
A very positive economic force that gets scant attention is powering the economy higher. It’s called deregulation.
May 12, 2017
You have to be perfectly sane to invest in this market. One day it's up a tiny bit. The next day it's down a smidgen. This market isn't a casino. It's more like a game of go-fish with your grandmother.While the major market indexes, the S&P 500 and the Dow Jones, are...
Feb 12, 2017
The last time pro growth policies of this magnitude were enacted was during the Reagan administration in 1981.
Nov 12, 2016
There’s an old saying on Wall Street: no one ever knows in which direction the next 10% move in the market will be, but the next 100% move can only be higher. The saying is true in any era. But now, that 100% move higher might be a lot sooner than anybody imaged possible a week ago.
Sep 13, 2016
Good God, I've never seen such a fuss made about the possibility of interest rates rising a mere quarter of a percentage point.