The Markets
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“I’d Rather Be a Bond”
10 mins; March 26, 2026
"The Market Is Fragile"
10 mins; March 19, 2026
Untangling Signals of Market Stress
10 mins; March 13, 2026
New Worries
8 mins; March 06, 2026
$120 Oil Ahead?
12 mins; March 04, 2026
A New Way to Trade Emerging Markets
9 mins; February 26, 2026
Tech Comeback Ahead?
8 mins; February 19, 2026
“Still Bullish Gold”
9 mins; February 12, 2026
Stock Market Shakeout
13 mins; February 09, 2026
Finding Opportunities in Financials
10 mins; February 05, 2026
Long Gold and Long Stocks
12 mins; January 29, 2026
“A Massive Broadening Trade”
12 mins; January 22, 2026
Which Equity Markets Will Outperform?
13 mins; January 16, 2026
Emerging Markets Could Keep Surging
8 mins; January 08, 2026
“We Like Bonds”
10 mins; December 19, 2025
Are More Rate Cuts Coming?
7 mins; December 11, 2025
Why the Dollar Could Drop
10 mins; December 05, 2025
Why Stocks Are Getting Wild
7 mins; November 24, 2025
Consumer Concerns and Equity Opportunities
8 mins; November 20, 2025
How to Trade a Credit Expansion
10 mins; November 13, 2025
Rise of the Retail Investor
8 mins; November 06, 2025
A “Blow-Off Top” Ahead?
10 mins; October 30, 2025
Can the China Rally Continue?
8 mins; October 23, 2025
The Bubble Question
10 mins; October 16, 2025
Can the Rally Continue?
8 mins; October 09, 2025
Hidden Volatility
8 mins; October 02, 2025
A Contrarian Call on Europe
10 mins; September 25, 2025
Will Fed Cuts Drive Stocks Higher?
10 mins; September 19, 2025
Sentiment Check on Tech
5 mins; September 11, 2025
What the Weak Jobs Report Means For Markets
9 mins; September 05, 2025
The Fed Cut Playbook
10 mins; August 14, 2025
Still Bullish on Big Tech
7 mins; August 07, 2025
“Stocks Are Still Very Undervalued”
12 mins; August 01, 2025
Will the dollar keep dropping?
11 mins; July 25, 2025
Global income plays
8 mins; July 17, 2025
The three top equity market themes
10 mins; July 10, 2025
Climbing the “wall of worry”
10 mins; June 26, 2025
European opportunities
9 mins; June 19, 2025
Staying long US assets
8 mins; June 12, 2025
“This is what people were hoping for”
7 mins; June 06, 2025
Why emerging markets could keep rallying
9 mins; May 29, 2025
Fade the S&P 500 rally?
9 mins; May 22, 2025
Why tech stocks could keep rallying
6 mins; May 15, 2025
“Long stocks, short bonds”
10 mins; May 08, 2025
Time to buy bonds?
10 mins; May 01, 2025
“The most attractive hedge”
8 mins; April 24, 2025
Opportunities amidst historic volatility
9 mins; April 10, 2025
Tariffs could spark “a new rotation” in US equities
11 mins; April 03, 2025
Can US equities rally again?
8 mins; March 27, 2025
Bonds or stocks: The 2025 income play
8 mins; March 20, 2025
“The US is still the place to be”
8 mins; March 13, 2025
Buy the dip in US equities?
8 mins; March 07, 2025
Is the US consumer in trouble?
7 mins; February 27, 2025
Why gold could rise even higher
9 mins; February 20, 2025
The 1982 playbook
10 mins; February 13, 2025
Finding opportunities in a “trickier” market
8 mins; February 06, 2025
Markets make sense of the Fed
8 mins; January 30, 2025
The key US equity theme for 2025
10 mins; January 23, 2025
The perfect setup for US stocks?
10 mins; January 16, 2025
What the huge jobs number means for investors
9 mins; January 10, 2025
Why US stocks could keep rising in 2025
9 mins; December 19, 2024
“US exceptionalism all over again”
8 mins; December 12, 2024
What Black Friday numbers say about the US consumer
8 mins; December 05, 2024
What’s the next tech trade?
7 mins; November 21, 2024
Why a “Santa Rally” may be ahead
8 mins; November 14, 2024
Is the Trump trade just getting started?
10 mins; November 07, 2024
“A great time to buy bonds”
10 mins; October 31, 2024
Will earnings boost US stocks?
10 mins; October 24, 2024
The new equity opportunities
9 mins; October 17, 2024
The biggest opportunities in US credit markets
8 mins; October 10, 2024
Does the China rally have legs?
9 mins; October 04, 2024
Is the US consumer still strong?
8 mins; September 26, 2024
“The Fed’s got your back”: What the rate cut means for investors
9 mins; September 19, 2024
Can the US rally get back on track?
8 mins; September 12, 2024
What the jobs report means for markets
9 mins; September 06, 2024
The case for a tech comeback
7 mins; August 15, 2024
“A solid buying opportunity”: Making sense of the market shakeout
7 mins; August 08, 2024
What Fed cuts will mean for markets
7 mins; August 01, 2024
Is the big tech trade over?
9 mins; July 25, 2024
Divergence watch: ECB decision and central banks’ policy paths
8 mins; July 18, 2024
Inflation cools, election heats up
8 mins; July 12, 2024
Markets at midyear: AI & elections in focus
9 mins; June 28, 2024
What could drive the S&P 500 even higher?
9 mins; June 20, 2024
Are markets overreacting to inflation data?
9 mins; June 14, 2024
Is India still attractive for investors?
10 mins; June 07, 2024
Consumer stocks: Finding the winners
7 mins; May 31, 2024
Why copper is hitting record highs
8 mins; May 24, 2024
A market friendly data print— for now
8 mins; May 16, 2024
Why big tech's earnings reveal a "bifurcated market"
5 mins; May 09, 2024
Currencies, rates, and a volatile yen
7 mins; May 03, 2024
Why investors should “expect the chop to continue”
9 mins; April 25, 2024
Does the market need rate cuts?
9 mins; April 19, 2024
Turning tail risks into tailwinds
9 mins; April 11, 2024
How investors are managing rising volatility
8 mins; April 05, 2024
Why Today's IPO Market May Surprise You
7 mins; March 27, 2024
How markets are responding to central bank moves
7 mins; March 21, 2024
What tech investors are looking for now
5 mins; March 15, 2024
Breaking down the record highs
9 mins; March 08, 2024
Growth shocks, not just inflation, to be a primary driver of markets
10 mins; February 29, 2024
Can tech continue to power equities to new highs?
8 mins; February 22, 2024