If you need further convincing that Wall Street is waiting until Trump takes office before it starts reacting to what he intends to do, just take a quick look at the behavior of the stocks and bonds over the past few weeks. Read More

Wall Street is pursuing a “survival of the fittest” approach to the stock market that emphasizes cash flow and revenue growth over profit margins and earnings. Read More

Wall Street is getting the steadily growing economy it wants but it doesn’t seem to know what to do with it. Read More

Combined, the CPI and PPI reports for last month paint a picture of an economy that is heating up, not one that is cooling down. Read More