Much to Think About
Morning Summary: There are likely a number of you who, like me, stayed up most of the night pondering the fate of the world[i]. As expected, the war between Israel [...]
Morning Summary: There are likely a number of you who, like me, stayed up most of the night pondering the fate of the world[i]. As expected, the war between Israel [...]
Morning Summary: One of the issues with being out of the office most of Monday is that the usual series of days starts to blend together. After pouring my cup [...]
Morning Summary: Well, the world is still turning, as far as I know early Monday morning. That means we not only made it through last Friday (the 13th), but the [...]
Morning Summary: There’s an old saying in markets about defining a “Dead Cat Bounce”: Even a dead cat will bounce if you drop it from far enough. Yes, it’s a [...]
Morning Summary: After I posted today’s Chart of the Day, a mid-month look at the long-term monthly chart for the US dollar index, I did a headline search to see [...]
Morning Summary: Sometimes Morning Commentary writes itself given what markets did overnight and headlines flowing across the news wire. Other times, like this morning, it takes me 30 minutes to [...]
Morning Summary: It’s difficult to stay focused on markets these days, given all that is happening across the country. There is much I want to say, but this isn’t the [...]
Morning Summary: Given all that was happening on both US coasts over the weekend, it was somewhat surprising to see markets were generally quiet overnight through early Monday morning. Both [...]
Morning Summary: June 6, 1944: The Longest Day, the Day of Days, D-Day. The day when the Allies launched Operation Overlord, the invasion of Normandy being the beachhead to the [...]
Morning Summary: Thursday morning’s Barchart Futures Market Heat Map (slide 2) shows a lot of green. In fact, the only sectors of the commodity complex not showing cumulative gains was [...]
Morning Summary: After running the traps of the various market sectors early Wednesday morning, I largely came up empty. What I mean by this is there wasn’t much happening with [...]
Morning Summary: That thing that doesn’t happen happened again overnight as a number of markets reversed course from Monday through early Tuesday morning. Turned around, if you will. The most [...]
Morning Summary: I can hear it now. Among the BRACE Industry[i] there will be a great wailing and gnashing of teeth about how hot it was across parts of the [...]
Morning Summary: As expected, the US president’s tariff tirade was temporarily reinstated by a federal appeals court, setting the stage for legal fights to come. Again, this came as no [...]
Morning Summary: It was a tough Wednesday night for the US president. Not only did a federal trade court block him from “imposing sweeping tariffs”, stating his tariff orders “exceeded [...]
Morning Summary: It’s always fun coming out of a 3-day holiday weekend as it tends to disrupt the normal flow of the week. As discussed in yesterday’s Afternoon Commentary, a [...]
Morning Summary: It was nice to take a few days off. My plan was to start this new week with a Welcome Back Kotter theme, but weekend happenings and headlines [...]
A Reminder: I will be out of the office following Tuesday’s Afternoon Commentary. See This Week’s Schedule in Quick Takes for more information on when I’ll get things caught up [...]
A Reminder: I will be out of the office following Tuesday’s Afternoon Commentary. See This Week’s Schedule in Quick Takes for more information on when I’ll get things caught up [...]
Morning Summary: Looking back at Thursday’s session, I wanted to wait until I had a chance to do some reading on what was happening at the US Environmental Protection Agency [...]
Morning Summary: Where the 3 Court Jesters (Natural Gas, Orange Juice, and Feeder Cattle) took center stage Wednesday, overnight through early Thursday morning saw return of the 3 Kings of [...]
Morning Summary: After a quick look at the latest 6-to-10-day weather forecast, I decided I better go chop down a tree for firewood next week. On the temperature side, most [...]
Morning Summary: Given how volatile Monday’s markets were, it isn’t overly surprising to see a number of sectors reversing course overnight through early Tuesday morning, turning around if you will, [...]
Morning Summary: Early Monday morning belongs to headlines generated by the US administration over the weekend, though the jury is still out on if there is any real meat on [...]
Morning Summary: There are a number of Friday mornings when I sit and stare at this blank piece of electronic typing paper, wondering how I’ll get it filled with Commentary. [...]