Giving the Fed Excuses for More Tightening
We noted last week that the shorter term risk was to the upside. After outlining many of the technical positives of the market, we noted...
Chart of the Week: Monthly S&P500 Gains/Losses (7 year)
Maybe this will help explain the street’s obsession with running any and every piece of data is through a “Fed lens . . .” As the...
6 Strategies for Q2
One of my favorite contributors to Real Money is Alan Farley. What makes his work worthwhile to me is this ability to read the overall...
“The squalls never matter until they hit”
As we await Alan Abelson’s return from Timbuktu, the formidable Randall Forsyth continues to fill in, looking askance at the...
Compare and Contrast: Millionaires versus 18 – 40 ...
We’ve run numerous stories discussing the decline of the middle class in the US. Historically, the middle class as we have come to...
Mid-East Stock Slide
Fascinating discussion on the cratering of the Middle Eastern bourses, and what the impact could mean socially in the region: WSJ: ...
Barron’s: Buh-bye to Citibank Panic Euphoria Measure?
Am I seeing this correctly? Has Barron’s finally thrown in the towel on the Citibank Panic Euphoria measure? We have voiced our...
Been Down So Long (It looks like up to me)
Markets are making 4 and 5 year highs. The noise out of the talking heads has been anything but bearish. Those who listen to all the...
Where are the Bears?
I noticed yesterday that the WSJ’s MarketBeat picked up quotes from both Raymond James’ Jeff Saut and myself, with each of us...
The Single Company Magazine Cover Indicator
In the past, I have warned against relying on the magazine cover indicator for specific companies. There are some very specific caveats...