Over the last 10 years I have seen reactions to bad JOBS reports and I have seen reactions to good Jobs reports and depending on the Feds stance, it’s usually fairly predictable. In the past, the Fed has watched these reports very closely and based monetary policy on the data we see and the data we don’t. In the past, the Fed has been pretty pr...

After seeing the reaction to Apple CEO Tim Cook’s comments about what a tough year 2019 might be and how China will affect Apple’s bottom-line, many investors are wondering, “Are Apple’s glory days over?” Is Apple’s warning a warning for all of technology and is China’s apparent slowdown the straw that will break this bull markets bac...

A new year, new challenges. After having made it through the last three months alive, financially, we can all look back and wonder, what the Hell just happened? While my column will be more about the present and the future and what I think will happen and why, I think it’s important to go back and try and explain the causes of this sudden turn ...

The jobs report came in this week and lit up the sky like Macy’s Fourth of July Spectacular. What that jobs report told you was that we are starting to see some momentum in the economy and this should translate to better earnings and appropriately higher stock prices. Well we aren’t jumping onto that train this time. The markets are usually ...

The sabbatical is over! We are back and we hope we can help unravel the maze of market gibberish and help make sense of it. The markets have trudged higher for the last five weeks. The bull market, while still not loved, is alive and well. To our consternation we might add. The week ended happily perched in record territory and all is still ri...