“Unnatural”
Raymond James’ Jeff Saut offers his take on the recent market action: As for the “here and now,” we have deemed the recent...
P/E Ratios as a Buy Signal?
I get all sorts of email. Some of it, I simply do not know what to do with. I respond to polite requests, I look at suggested specific...
Coming Soon: India ETF
"So far, ETF investors have been mostly shut out of India, but that could be about to change." So says the WSJ’s Ian...
Julian Robertson on Irrationality in Markets
I was speaking with Herb Greenberg on Monday about Julian Robertson. He had mentioned this little tidbit, buried at the end of...
Newsletter Sentiment Skews Very Bullish
There is a rather interesting and important column by Mark Hulbert this Sunday in the NYTimes. In it, he discusses the state of Bullish...
DENNIS GARTMAN’S NOT-SO-SIMPLE RULES OF TRADING
Excellent summary from Dennis Gartman via John Mauldin: Every year at this time, trading maven Dennis Gartman publishes his...
Have we already enjoyed the Year End Rally?
A NYT column last weekend asked: Have we already enjoyed the Year End Rally? Today’s action makes that query all the more relevant...
Recession: The Stage Is Set
Fascinating interview With Richard Arvedlund, Founder, Cypress Capital Management, who is not particularly optimistic on the economy...
How Skepticism Can Fuel a Rise
Terrific article in today’s WSJ by E.S. Browning on how disbelief in a market move can actually be a cause of that move going even...
Yield Curve Says Probable Recession
John Mauldin notes: "The yield curve became more inverted this week, with the negative differential between the 3-month and the...