Let me tell you why everyone else is wrong about China… Rate cuts and a weaker dollar are making international stocks competitive again. No other large country has a tech landscape that can compare to the U.S. except China. They have more power to drive consumers into electric vehicles than we do. T
By next week, five months will have passed since the market hit that epic bottom in April. While plenty of naysayers emerged in the months that followed, we stuck to our money-flow model—and it guided us beautifully throughout the entire rally. Recently, I've been exercising more caution, and I'll a
Stocks headed into the long weekend on uncertain ground. The cautionary money flows we highlighted previously have only intensified over the past week. So, where does this leave us heading into what could be a volatile September? As always, cooler heads prevail. Here's why I believe we're setting up
2025 has been defined by international stocks outperforming U.S. stocks. Many traders and money managers became complacent. They thought the Magnificent Seven could carry them forward forever. We know that nothing in this business lasts forever. There's just a tendency for things to last longer than
I’m checking in on markets here as I’m heading back from the beach here in Italy. It was a very relaxing weekend, but it’s time to dive back in head first into these markets now. I was able to complete my weekend analysis before catching my fair share of rays, and I must say that
Did Jerome Powell finally blink? After today's Jackson Hole speech, it sure looks like it. Powell made it crystal clear: interest rate cuts are finally coming. Why do we care? Interest rates define the cost of money. When that changes, everything downstream shifts with it. Keep in mind, I'm still in
We saw new all-time highs across the board last week, which is, on its own, a bullish sign. After all, let’s not forget that new all-time highs only happen in bull markets. But we can’t lose sight of the fact that stocks have been straight up for over four months now. The last thing we
The Treasury Department just found a backdoor to solve their biggest problem - and it might create an even bigger one. Scott Bessent has been watching foreign governments back away from U.S. debt faster than ever. His solution? Use crypto to trick the world into financing our debt through the back d
Lost in the headlines last week was the fact that the market was all about re-pricing the state of the consumer. Just six months ago, we were facing hysteria about how a recession was imminent, but stocks continued to display their resiliency last week by closing at record highs. So, what are we rea
