The much higher than expected PPI numbers for July are the clearest empirical evidence yet of the deleterious effect that the recently imposed trade tariffs may have on the economy. Read More
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Marriott International, Caterpillar, and Ball Corp. delivered solid Q2 results despite being directly impacted by trade tariffs. Read More
Today's CPI numbers for July suggest inflation is gradually rising while employment is rapidly weakening, raising the specter of stagflation if those trends continue into the fall. Read More
The relative performance of RSP vs SPY, S&P 500 advance/decline line, and a trio of key economic reports. Read More
Given the increasing likelihood of a recession, I am making a mid-year adjustment to our Portfolio Allocation model effective immediately. Read More
Although today's initial jobless claims report came in exactly as expected, the stock market's muted reaction to that news suggests that Wall Street will remain in a risk-off mode over the remainder of the summer. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on Citigroup (NYSE: C) Read More
Delayed reaction to Friday's jobs report, initial jobless claims, and precious metal prices on the rise again. Read More
Today’s jobs report may mark the precise moment in time that the recent stock market rally came to an end. Read More
There is nothing in the PCE numbers for the month of June that suggest the economy is weakening to the point that a rate cut by the Fed is necessary. Read More