John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece: Real Estate...
Read More
This seems to be an ongoing sentiment debate we’ve been having for too long: How Bullish is the investor community really? ...
Read More
I started out in this business as a trader, and one of the first rules they teach you is "the Trend is your friend." I was a...
Read More
Marketbeat notes: "The market has reached a point where the word “correction” has seemingly lost all meaning — because the...
Read More
> The sentiment debate continues: The WSJ (free) looked over the full BW list of strategists, and determined that the...
Read More
A quick review of some recent data points: • Major retailers have dissappointed, either in revs, profits or forecasts: Wal-mart, Best...
Read More
The Business Week forecasts are out, and — whattayaknow — I am not the low forecast this year! This year, the online version...
Read More
Our last discussion of sentiment (see Signs of a Market Bottom?) generated a heated debate about whether everyone was too bullish or too...
Read More
I got an interesting email last night about the Everyone is Bullish! Kudlow commentary. Mike writes "With all due respect, you are...
Read More
I stumbled across a fascinating history of indexing in San Francisco magazine. It begins with an amazing discussion of how Google...
Read More
