Research & News
By Jon D. Markman On October 18, 201906:28 AM Eastern
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Publication Note: There will be no letter published on Monday or Tuesday as I will be traveling to New York for a few days. Back in business on Wednesday.
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Stocks fitfully gained...
By Sean Brodrick On October 17, 201903:49 PM Eastern
I love it when gold pulls back a bit!
I love it even more when it happens in the context of the biggest gold bull market in six years!
Why? Because it gives you the best of both worlds:
A...
By Jon D. Markman On October 17, 201903:38 PM Eastern
Stocks are reaching for the sky again Thursday as pretty good earnings reports from Netflix (NFLX) and Morgan Stanley (MS) as well as a tentative Brexit deal smoothed out investors’ emotions.
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By Jon D. Markman On October 17, 201906:28 AM Eastern
Stocks cycled lazily around and around the racetrack on Wednesday, flipping from mild losses to mild gains and back again — new economic data showed consumers were holding back on spending in the...
By Jon D. Markman On October 16, 201903:36 PM Eastern
Stocks are clip-clopping around the racetrack on Wednesday, flipping from mild losses to mild gains as new economic data showed consumers were holding back on spending in the face of trade...
By Mike Larson On October 16, 201909:20 AM Eastern
Owning shares of defensive, dividend-paying companies whose businesses hold up relatively well in recessions has paid off great since early 2018.
They’ve handily beaten the broader averages, and...
By Jon D. Markman On October 16, 201906:28 AM Eastern
Stocks got back on track on a classic Turnaround Tuesday as investors applauded upbeat earnings reports from banks and health care companies – kicking off Q3 reporting season with a bang.
The...
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By Sean Brodrick On October 15, 201905:35 PM Eastern
The broad markets are rallying today, despite the fact that any trade deal between the U.S. and China is being pushed back.
I think it’s the new $60 billion-per-month program to buy Treasury...
By Jon D. Markman On October 15, 201903:41 PM Eastern
Stocks are back on track on another Turnaround Tuesday as investors applauded upbeat earnings reports from banks and health care companies — kicking the Q3 reporting season off to a good start.
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By Sean Brodrick On October 14, 201910:27 AM Eastern
Two weeks ago, I told you how the war cycles I follow are now converging in a way we haven't seen in decades.
These powerful forecasting tools are virtually screaming that all hell is about to...