Blame the Fed?
As you might have suspected, I disagree with those who are blaiming today’s whackage on the Fed; In particular, Michael...
How Cheap is the Market?
This is the first part of a two part series asking the question, "How cheap is the market right now?" (part II is here). The...
Pick the Bubble: S&P500 or CRB?
I’ve previously highlighted some of the excellent technical work John Roque does. In this morning’s Up & Down Wall Street...
Uh-Oh: The Economist Cover
Whew! that was a close one! The cover of this week’s Economist refers not to the US Equity markets, but instead to the Housing /...
Comparos with the 1987 Crash
Last time out on Kudlow, we were discussing the comparo’s to the 1987 Crash. Here are a few overviews (pro and con) I had liked....
Cue The Fat Lady
How is it that very important issues are all but ignored by the markets for seemingly forever, and then all of a sudden they start to...
When does Risk Get Rewarded?
John Hussman of Hussman Funds writes: "Among the simplest truths is that market risk tends to be unusually rewarding when market...
WSJ column on “Bears on Street”
Last week, I noted there’s an old expression on Wall Street: "They don’t ring a bell at the top." ...
Bottom Callers Step Aside
At the closing bell on Friday, I noted that so many of the World ‘s Bottom Callers (I even traded a few SPYs and QQQQs for a small...
