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You don’t have to subject investors to analysis to see how anxious they are.  Hanging on every tweet, scrap of economic evidence, and extrapolation, they react with alarm one day then [...]

If you bought bonds at generational lows last week and now you have losses – never mind.  If you sold your stocks recently because you thought new tariffs put additional pressure on [...]

What is noise as opposed to what is real becomes obvious in hindsight. Both the bond markets and stock markets around the world are responding to fears of a global slowdown and perhaps recessions [...]

No doubt about it, the U.S. and China are in a full-blown trade war.  There have been a few cease fires along the way, but these didn’t hold.  Stock markets all over the world [...]

More than one-half of the S&P 500 companies have reported and more than 75% have beaten their earnings expectations.  In addition, second half 2019 profit and revenue outlooks are coming [...]