George Gilder: So THAT explains it
The Gilder effect, as it was known in the late 1990s, was what would happen when George Gilder’s newsletter would recommend a...
How This Recovery Stacks Up
There is a very interesting 3 part series at Ticker Sense; It is a collection of charts comparing this market move off of the lows with...
What Will the Stock Market Return over the next 10 Years?
I came across an interesting historical chart of the post ’29 market, and posted it last night without comment. It was an...
One & Undone?
As noted, markets liked the soft jobs data, believing it makes an end to Fed hikes more likely sooner than later. However, as much as...
Looking more closely at NFP data
Well, the markets liked it. NFP’s soft number 138k number for April — and the 36,000 downward revisions for the prior two...
A few words about Microsoft
There is an old market saw about how the leaders from one bull market are not the leaders in the next bull market. That’s true for...
Existing Home Sales Data (California Real Estate: On Sale!)
Sales of existing homes surprised to the upside yesterday. But one data point does not make a trend. This is the first rise (sequential...
More evidence: Fed Pause Not Good For Stocks
Back in February, we noted the Ned Davis Study that concluded once the Fed hikes stop, markets fall. Then this week, we looked at...
Unemployment: Then versus Now
>Floyd Norris wades into the Unemployment debate. Over the weekend, the NYT columnist compared the current unemployment figures...