Maybe this will help explain the street’s obsession with running any and every piece of data is through a “Fed lens . . .” As the...
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Floyd Norris asks how well the US Market has done relative to other global markets. The answer? On a comparitive basis, not great. Better...
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As we await Alan Abelson’s return from Timbuktu, the formidable Randall Forsyth continues to fill in, looking askance at the...
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Yesterday, I briefly made mention of the relative outperformance of dreck. Let’s delve deeper into that this morning. This year,...
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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...
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SPX, Dow and Nasdaq have all dramatically underperfomed other asset classes over the past 5 years. Despite all the cheerleading about the...
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I noticed yesterday that the WSJ’s MarketBeat picked up quotes from both Raymond James’ Jeff Saut and myself, with each of us...
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Interesting discussion this morning on earnings expectations and subsequent market performance. It seems that after several years of...
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David Merkel wrote this a year ago; Its a brilliant set of observations of what market tops look like. David starts by noting he is...
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I get some fabulous and informative email. This one was from someone who was wondering about why they should follow my longer term calls...
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