If you have good risk controls, and the ability to deal with lots of volatility, then relative strength has been a good strategy —...
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Whew! that was a close one! The cover of this week’s Economist refers not to the US Equity markets, but instead to the Housing /...
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Last time out on Kudlow, we were discussing the comparo’s to the 1987 Crash. Here are a few overviews (pro and con) I had liked....
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Okay, the long awaited research site is now officially in Beta. Anyone who wants to look at the public side of the site, feel free to...
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How is it that very important issues are all but ignored by the markets for seemingly forever, and then all of a sudden they start to...
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Mike Panzner observes that after nearly two years of outperformance, the MSCI Emerging markets index has broken a key uptrend relative to...
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John Hussman of Hussman Funds writes: "Among the simplest truths is that market risk tends to be unusually rewarding when market...
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Birinyi Associates points to a Bloomberg story at 1:43pm implying Human to Human Bird Flu transmission in indonesia as the source of the...
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Last night, the comparison came up with recent selloff action and 1987. But the more frequent relative comparison from the perma-Bullish...
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Two interesting data points today on the emerging markets and overseas performance: First, a chart of Emerging Markets, to put into...
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