This Bull Has (Had) Legs !
Quite a while ago, I had an interesting conversation with a smart fundie manager. We had opposing views about many things. In particular,...
Survey: Is the U.S. economy on the rebound?
The WSJ Question of the Day: Is the U.S. economy on the rebound? I need to contextualize this, as I am not sure what this means: Is this...
The Recession Buy Indicator
Interesting piece by Mark Hulbert in the Sunday NYT on the Recession Buy Indicator. This timing signal was created by Norman Fosback...
Signs of a Housing Bottom?
This is the very first evidence I have seen that we might be near the bottom in housing. No, not the chart above — this:> It’s...
What’s Next for Crude Oil ?
>"The commodity looks like it has legs, which is trader talk for its going higher. While I do not make a habit of forecasting...
Are Markets Leading or Lagging Indicators ?
Everyone "knows" that markets are leading — not lagging — indicators. But are they really? It always gets stated so...
Economist Cover: The Great American Slowdown
One of the things that people get wrong all the time is the contra meanings of magazine covers. This is a subject we have discussed for...
Contrary Indicator: Page Views Skyrocket!
We noted back in February that the surge in page views tends to occur towards a tradable low — not THE low, but usually one that is...
Barrons Review: Is the Magic back at Disney?
We’ve held onto The Walt Disney Co. (DIS) for quite some time. I’ve mentioned it in a positive vein repeatedly — over a...
Economists: 49% Chance of Recession
One of the themes we seem to be hitting a lot at TBP is compromised actors in the market/economic system. We had the Analysts in the...