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Editor's Pick

When I consider the equity markets from a macro perspective, I begin with the analysis of the price of the S&P 500.  Then I...

Editor's Pick

It’s Wednesday, and markets rose sharply as President Trump walked back his comments on removing Fed Chair Jerome Powell and Treasury Secretary Bessent admitted...

Editor's Pick

When the stock market is turbulent, it makes sense to hedge some of your valuable equity positions. One way to do it is through...

    Editor's Pick

    I am attending and speaking at the CMTA West Coast Regional Summit in San Francisco from Friday, 4/4, to Sunday, 4/6, so I don’t...

    Editor's Pick

    With the S&P 500 and Nasdaq dropping quickly after this week’s tariff announcements, investors are scrambling to identify areas of the market demonstrating strength...

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