Cashin on the Cuban Missile Crisis / North Korea
The North Korea situation reminded me of a story told by the great Art Cashin (I have heard him tell various versions of this – but...
Yes, There Is Volatility
Source: Birinyi Jeffrey Yale Rubin of Birinyi looks at the issue of low volatility. He makes two interesting...
The End of Brokerage? Not Yet . . .
Stock-Brokerage Industry Enters the Twilight Years Technology makes it easier to start an independent firm, while more salespeople shift...
Commodity Traders Departing . . .
The number of trading houses has dwindled, and the institutional, pure-play commodity hedge funds that remain are few: click for...
When E. F. Hutton talks . . .
We were discussing this in the office the other day. I am old enough to recall seeing (but not exactly understanding) these commercials...
Red & Green & All the Colors in Between . . .
Over the weekend, Jason Zweig had a very interesting column about how susceptible people are to even minor things influencing them,...
Is Tech Cheap?
Barron’s expects Apple, Alphabet, Amazon.com, and other big tech stocks to bounce back. The Tech Stock Rally Will Be Right...
Ned Davis: 9 Rules of Research
I posted my write up of my podcast with Ned Davis yesterday (hear it on iTunes, Soundcloud, Overcast, and Bloomberg). I reviewed some...
A Brief History of Market Punditry
The Web Makes It Harder to Read Market Sentiment The internet swept away the old-school financial pundits, turning the public forum into...