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Kudlow Interviews The Top Two Republican Candidates For Governor of California
Reading Time: 1 minuteKudlow interviewed Meg Whitman on his show on Thursday and Steve Poizner on Friday.
Gross: Strong Economy Could Help Dems In Midterm Elections
Reading Time: 2 minutesMany republicans are looking forward to November as a repeat of 1994, when popular anger against an overreaching, reformist Democratic Party enabled the GOP to pick up 56 seats in the House of Representatives. But Republicans might be well advised…
The Banks Tank, Presidential Debate, August CPI And The Fed
Reading Time: 3 minutesMarket Commentary: JP Morgan (JPM) is down 7% today after President and COO Daniel Pinto said “Net interest income (NII) expectations are a bit too high. Next year is going to a bit more challenging” at an industry conference. Ally…
A Number Of Superb Value Funds Have Recently Reopened
Reading Time: 2 minutesWith stock indexes well off their highs and continuing to struggle, many investors, including some of the best value players in the game, are starting to see opportunities. I first suggested this was the case on January 20: “Some Investors…
STZ Earnings Selloff Prices In Mexico Tariff Concerns
Reading Time: 2 minutesShares of Constellation Brands (STZ) are getting hit hard today (-17%) after reporting 3QFY25 earnings. The stock has been dealing with concerns about Trump placing 25% tariffs on imports of Mexican goods since Mexican beers like Modelo, Corona and Pacifico…
Republican Superstar Governor Sanford Admits Affair
Reading Time: 1 minuteAfter a mysterious five day disappearance, South Carolina Governor Mark Sanford admitted to having an affair with a woman in Argentina. This is a huge disappointment to Republicans who rallied behind Sanford after he asked the Obama administration to spend some…
