Research & News

If you remember a few months ago, I wrote a piece covering the history of recessions and expansions – one that said the average length of an expansion is 7.6 years. The longest, just prior to the...

Late Thursday night, U.S. military forces launched 59 cruise missiles at a Syrian airfield. The strike came in response to a chemical weapons attack that Syrian President Bashar al-Assad unleashed...

I’ve been plenty bullish on a wide range of sectors – including financials, infrastructure, and defense. But autos are definitely not one of them. That’s because more than a year ago, my...

The President of China, Xi Jinping, is poised to visit President Trump at his Mar-A-Lago hotel resort later this week, and the highest priority on the agenda will likely be trade deals. This will...

Donald Trump’s economic policies get a lot of credit for the recent market surge. And there’s no questioning his positive influence on everything from defense to infrastructure to financial...

Today is the last day of the first quarter. That makes it a great time to catch up on ETF performance. Which ETFs shined in the first three months of the year? Which crashed and burned? And what...

Sentiment readings have been soaring post-election, with the possibility of tax cuts, regulation reforms, and infrastructure programs clearly getting people excited. In fact, yesterday’s...

Donald Trump is pursuing an “America First” agenda, and that’s been great for stocks and sectors in the industries his policies should benefit the most. That includes defense, financials , and...

Everyone has an opinion on health insurance costs -- and debate over the future of the health insurance industry continues to rage in Washington. But what does the actual data show? Who pays the...