One of the weaker arguments mustered by the Real-Estate-has-bottomed crowd is the move off of the lows by the homebuilders. "Look...
Read More
I come at the markets and investing from several distinct perspectives: As a Trader, as a Strategist/Economist, and as an Asset Manager....
Read More
With 362 S&P500 companies reporting Q4 earnings, year over year growth is now 9.3%. An interesting take on this how earnigns are...
Read More
Earlier today, Doug Kass was calling today’s opening surge the "Fortress Top" as the hedge fund Fortress (FIG) went...
Read More
We’ve heard the word "Liquidity" bantered about incessantly over the past few years. The Economist looks into exactly...
Read More
Surprisingly strong words out of Merrill: "Merrill Lynch has warned of a global credit crunch as central banks in Europe and Asia...
Read More
I was chatting with Michael Panzner about the relative performance of numerous sectors since the market top in 2000. In addition to being...
Read More
My nomination for the greatest story never told is this under-reported tidbit, via AP: "For America’s top 500 companies, the...
Read More
I have been meaning to post this since December, but never got around to it: We’re now at 930 or so trading days. Courtesy of...
Read More
Instructive chart via Tickersense: It Has Been 928 930 days since the S&P 500 had a one-day 2% Decline. They also note that "the...
Read More