I'm not going to speculate on how much of a short-term spike will take place on the heels of rising tensions -- even war -- in the Middle East, but the smart money will sell into that rally.
Look, one quarter doesn't change the trend but if in fact stock buybacks are slowing and management is about to use that cash for a more productive purpose count me in.
This week, it's all about a 'will they or won't they' FOMC, as recent commentary from the Fed chief and company has implied rate cuts are coming.
All the usual suspects are reacting to the good news on Monday after the U.S. reached an agreement with Mexico on tariffs.
Investors making bets on an investment outcome of new tariffs are now taking it on two fronts.
"What could possibly go wrong?"
When was the last time anything run by the government proved more efficient than the private sector?
The potential loss to the community and the state isn't small.