Latest Insights on CLOU
Long Live the Trade War – New Tariffs Fuel Market Uncertainty July 2, 2019 Great Stuff Did you enjoy yesterday’s break from the trade war? It was fun for a day, wasn’t it? Semiconductors rallied. Oil stocks gained ground. The market hit all-time highs. For a brief moment, we were able to shrug off global uncertainties and bask in the remnants of the bull market. Today, that illusion of certainty is […]
The Odd Couple: Trump and Xi June 24, 2019 Great Stuff Are you watching this year’s hottest sitcom, Trading Tariffs? If not, you’re missing out big time. U.S. President Donald Trump and Chinese President Xi Jinping have an on-screen chemistry not seen since the golden age of American TV. Remember Moonlighting? Remington Steele? The Odd Couple? Amateurs. They’re nothing compared to this season of Trading Tariffs. Trump and Jinping shine so […]Friday Four Play: “Slacking off on the Fed” June 21, 2019 Great Stuff Fed, Fed, Fed … it’s all we’ve heard this week. Interest rates, monetary policy, Jerome Powell … I’m done. Finished. Finito. How about you? I’m betting you’re tired of hearing about it as well. So, here are four decidedly non-Fed tips for you as we head into the weekend. No. 1: Man, It Feels Good […]
Don’t Wreck It, Ralph June 20, 2019 Great Stuff I’m no Ralph Kramden, but even I can see that the market is ready for launch. Like I said in yesterday’s Great Stuff, anything but complete inaction by the U.S. Federal Reserve was likely to spark a rally — and save Fed Chair Jerome Powell’s job. All Powell had to do was drop the word “patient” from the Fed’s […]
The Fabulous Mr. Fed June 19, 2019 Great Stuff Welcome to Fed Day! Are you on pins and needles yet? Today is the day that the U.S. Federal Reserve concludes its two-day policy meeting and gives its outlook on interest rates. You, my dear reader in the future, may already know how this all played out. If so, don’t tell me yet … I […]





