Recent Articles from this contributor
When Mueller Finally Moves, Should the Markets Care?
WASHINGTON WAS BUZZING YESTERDAY with speculation that the long-awaited report from Robert Mueller will be…
The Markets Are Getting Ahead of Themselves on Trade Deals
THERE’S A MARKET CONSENSUS that trade disputes will subside ahead of the U.S. elections, which…
A Backlash Against Socialism — But Not Spending; Justin Trudeau, Suddenly Vulnerable?
THE DEMOCRATS’ INFATUATION WITH SOCIALISM has hit the proverbial wall. It was all the rage…
The Next Great Washington Crisis
NATURE ABHORS A VACUUM and Washington needs another crisis. But the temperature may lower a…
What a Difference in Just Two Months
FOUR DRAMATIC REVERSALS IN TWO MONTHS: As the 2018 holidays approached, with the U.S. stock…
Stock Buybacks, a New Target for Congress; Congress Rebels, a Turning Point for Donald Trump
A congressional rebellion and a turning point for Trump.
Conservatives Mock Shutdown Deal; Trump and Xi at Mar-a-Lago?
A “garbage compromise” and a possible end to the trade war.
Our New Top Ten as the Democrats’ Field Expands
WE PLAN TO UPDATE our handicapping every month, so here’s the February version of our Top Ten — with a look at the most important factor: who has a chance of beating Donald Trump . . .
Friday Rant — What We REALLY Think
It’s finally Friday, after what seemed like a very long week. Time for a whole bunch of opinions, probably something to offend everyone.
What We Worry About
WE’VE BEEN CONSISTENTLY UPBEAT about the U.S. economic fundamentals, which still look solid. But we’re…