A few words on Richard Russell
More than a few of you have emailed me about Richard Russell’s "Bullish reversal." Jeff Saut made short work of that...
Delayed Onset: Some Historical Comparisons
I wanted to address some of the historical comparos as to why the market has been moving higher, despite what is obviosuly (at least to...
Sector Analysis
As long as we are pulling out the key graphs from that Rydex pdf, here’s another interesting chart: > Historical Betas of...
DJIA 1966 – 1982
The previous chart reveals the long standing secular moves of the markets; What’s an investor to do during one of the long periods...
Market Cycles: 100 Year DJIA
Yet another look (see prior takes here and here) at the concept of market cycles. The past century shows alternating Bullish and...
Katrina Lowers Year End Expectations
Forget most of what you are reading about the post-Katrina recovery. This is an unprecedented U.S. disaster that will have repercussions...
Predictions and Accountability
I’m a big believer in accountability — both on Wall Street and in D.C. That’s why I admit my (all too frequent) errors...
When to Sell Mutual Funds
Chuck Jaffe of Marketwatch looks at an interesting question: "When should I sell a mutual fund holding?" He notes that the...
Dow Jones Chart (1900-2004)
There is a terrific Dow Jones Chart (1900-2004) for sale at the Minyanville.com gallery. Its along the same concept of a chart we did...
Time to Bet Against the U.S. Consumer?
For at least the past decade, anyone who has bet against the resiliency and unending spending capacity of the U.S. consumer has decidedly...