Looking at the S&P500 (Relatively)
Last week, we looked at the question Which is Performing Better, the Dow or the S&P500 ? A significant difference between the two...
Baltic Dry Index New High
We haven’t look at this in a while: Since March, the Baltic Dry Index keeps making new highs: This is reflecting in large the...
The Return of Geopolitical Risk
One of the more intriguing things about the market period we are living in has been the way Markets have shaken off all manners of risk....
The Return of Inflation Ex-Inflation
Given yesterday’s eye-popping Producer Prices — the 12 months ending in February, overall wholesale prices rose 2.5%, the...
Dow/Gold Ratio (plus Dow)
Fascinating chart from David Singer; I am still struggling to decipher just what it means. The Bar Chart is the ratio of Dow...
When Corporate Interests Conflict on Global Warming
One of the first things attorneys learn about cross-examination is to look for the witness’s motives. Its not that most people are...
Traders and the Gold “Top”
Last week’s commentary, Gold Knows, engendered lots of comments by traders. Quite a few suggested that the post itself was marking...
Its not China, its the Economy (Stupid!)
NOTE: This Market Commentary alert was originally emailed to subscribers at Ritholtz Research & Analytics on Tues 2/27/2007...