The Trump Rally Portfolio Reorganization
People used to say Texas would be the most likely state to secede from the Union. Even recently. Now they will write about California seceding. And...
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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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Implications of the 2016 Election for Banks and Systemically Important Financial Institutions
Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....
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DXY Rally with S&P 2,135 Trigger
S&P RSI triangle and the DXY breakout patterns are the two most important chart patterns that will drive direction for DM’s and EM’s.DXY –...
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The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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