Temp Hiring Still Leads NFP
Jim Fickett of ClearOnMoney sends us these two charts in response to all the recent chatter that the hiring cycle has changed and NFP no...
Not Regulatory Imprudence, Nonfeasance~!
In his column titled An Irish Mirror, Paul Krugman notes “the most striking similarity between Ireland and America was...
Room To Run?
This WSJ headline (March 8), perfectly captures the contrarian case for bullishness: The market’s up ~70% from the year-ago lows,...
Dough, a Deer
We had discussions last month with passive global investors including individuals, high net-worth families, institutions, and fund...
Hitler Rant on Appraisals
We will soon run out of things to do Hitler parodies with: fyi: BPO= Broker Price Opinion AMC= Asset Management Co Hat tip Dave
NASDAQ and Russell 2000 make new highs …
We said several weeks back that it was hard to see the market top when bullish sentiment surveys were so neutral. Additionally we cited...
Fastest Mutual Fund Cash Depletion Since 1991
“It’s not a red light, but it’s a flashing yellow light that the strongest part of the rally is probably over. There’s not as...
Change Of Mindset
Andy Xie is a former Morgan Stanley analyst now living in China ~~~ The biggest policy debate this year has thus far been when and how...