Until there is more clarity regarding new trade agreements with the EU, China, Canada, and Mexico, there simply is no way to accurately estimate how our economy will perform in the months to come. Read More
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Although the new trade agreement with the UK has modest financial implications, it could be significant if it helps get a deal done with the European Union. Read More
Today's FOMC decision to leave its policy rate unchanged is a non-event that does not alter the narrative surrounding the Trump trade tariffs, inflation and employment, or monetary policy. Read More
Despite confusion surrounding trade tariffs, these three companies met their first quarter guidance and believe they will continue to do so come what may. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on Ball Corp. (NYSE: BALL) as described below. If you already own shares of Ball Corp., then you should consider selling a covered call against that stock position, but if you do… Read More
Trade war truce in the offing, strong April jobs report reignites inflation fears, and non-tech sector earnings reports this week could stall out stock market rally. Read More
There are two important takeaways from this week’s reports from the BLS: The jobs market is not yet feeling the pinch of the new import tariffs, but the overall economy is starting to shrink in response to consumer behavior influenced by the new import tariffs. Read More
I'm raising the limit prices for our two telecom stocks on the strength of solid first quarter results and unwavering guidance for this year. Read More
The big drop in consumer confidence this month is largely attributable to fears of what may happen to the economy, which could reverse direction quickly once there is more clarity regarding trade policy. Read More
Big tech quarterly results, the White House needs a win this week, and potentially explosive week in the stock market. Read More