title image When Mueller Finally Moves, Should the Markets Care?

When Mueller Finally Moves, Should the Markets Care?

WASHINGTON WAS BUZZING YESTERDAY with speculation that the long-awaited report from Robert Mueller will be…

title image The Markets Are Getting Ahead of Themselves on Trade Deals

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…

title image A Backlash Against Socialism — But Not Spending; Justin Trudeau, Suddenly Vulnerable?

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…

title image The Next Great Washington Crisis

The Next Great Washington Crisis

NATURE ABHORS A VACUUM and Washington needs another crisis. But the temperature may lower a…

title image What a Difference in Just Two Months

What a Difference in Just Two Months

FOUR DRAMATIC REVERSALS IN TWO MONTHS: As the 2018 holidays approached, with the U.S. stock…

title image Conservatives Mock Shutdown Deal; Trump and Xi at Mar-a-Lago?

Conservatives Mock Shutdown Deal; Trump and Xi at Mar-a-Lago?

A “garbage compromise” and a possible end to the trade war.

title image Our New Top Ten as the Democrats’ Field Expands

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 . . .

title image Friday Rant — What We REALLY Think

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.

title image What We Worry About

What We Worry About

WE’VE BEEN CONSISTENTLY UPBEAT about the U.S. economic fundamentals, which still look solid. But we’re…