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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

    Financials take the lead. No changes in the composition of the top 5 this week, and only one change of position within the top...

    Editor's Pick

    This week, we get back to earnings and, sadly, the pickings are slim. Given these turbulent times, we have two Consumer Staples stocks to...

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