David Moenning

As long-time readers are no doubt aware, I spend a healthy amount of my day trying to decipher the drivers of the daily market action. In short, whenever markets start to move quickly, I make it my...

Markets are selling off hard around the world. The press will have you believe the move is due to Friday's jobs report and fear of recession. In my humble opinion, this is absolutely NOT the...

As the misery that was the stock market in April came to a close, investors couldn't be blamed if they were ready to throw up their hands and embrace the old Wall Street adage, "Sell in May and go...

To be sure, what I like to call "Fed Expectations" has been the primary driver of market action for some time now. You know the drill. When economic data or Fedspeak supports the idea of rate cuts in...

It took a while (as in over 500 days), but the S&P 500 and Dow Jones finally managed to close at a fresh all-time high on Friday. While the bears may argue that the so-called "breakout" must prove...

Stop me if you've heard this one before. Pullbacks in the markets end quickly when some Fed official, or better yet, a couple of FOMC members say something "dovish." You know, something like, "We see...

In case you've been out on the golf course frantically trying to squeeze in those last few rounds before the weather turns, it is safe to say that the direction of interest rates remains the primary...

Perhaps one of the most important qualities necessary to survive long-term in this business is an open mind. As I've lamented a time or two hundred over the years, too many investors are focused on...

You really have to give the Bear Camp credit these days. Despite being just plain wrong about the economy, earnings, and the state of the stock market, our furry friends are sticking to their...

After enjoying a strong run higher from mid-March through the end of July, stocks then took a much-deserved and highly anticipated breather. And in following the seasonal script, the major indices...