I don’t know how many weeks it’s been exactly, but for about 15 months now, one of the biggest headwinds on stocks has been the trade war. As I’ve been writing since early May, the heightened trade tensions between the United States and China have been the primary reason why stocks have gone “risk off,”

I don’t know how many weeks it’s been exactly, but for about 15 months now, one of the biggest headwinds on stocks has been the trade war. As I’ve been writing since early May, the heightened trade tensions between the United States and China have been the primary reason why stocks have gone “risk off,”

It has been a busy week in the BEST portfolio, and the action started last Friday with our stop-out of data analytics firm Splunk, Inc. (SPLK). Despite the strong quarterly earnings that morning, the underlying news in the company’s forecast for a reduced cash flow outlook and slower customer additions prompted a big sell-off. As

What do Special Counsel Robert Mueller and Rep. Justin Amash (R-MI) have in common? The answer is they are two men tasked with vitally important roles that involve oversight of the executive branch. Another thing they have in common is that both are doing what every real and honest man must do — his job.

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This morning, I was asked by a friend why the market had given up so much ground this week. To provide an entertaining, albeit unconventional, answer, I slipped into my best rap star voice and replied: “It ain’t nothin’ but a trade thang, baby.” Interestingly, her response was quite telling, as she said, “You mean

When asked this morning by a friend about what caused the market to take such a big dive this week, there really was only one logical response. So, in my best rap star voice, I replied: “It ain’t nothin’ but a trade thang, baby.” Interestingly, her response was quite telling, as she said, “You mean

In yesterday’s weekly hotline, I told you that I would be sending out an update today on data-analytics software maker Splunk, Inc. (SPLK). After the market closed on  Thursday, the company delivered stellar earnings that easily eclipsed estimates in terms of earnings per share and revenue. SPLK reported that it earned an adjusted profit of

A smile relieves a heart that grieves, remember what I said I’m not waiting on a lady I’m just waiting on a friend… — The Rolling Stones, “Waiting on a Friend” The action in markets this week has been largely fueled by one big unknown… the outcome of the U.S.-China trade war. This week, tensions