Bottom Callers Step Aside
At the closing bell on Friday, I noted that so many of the World ‘s Bottom Callers (I even traded a few SPYs and QQQQs for a small...
Blame Derivatives?
Here’s a rather scary — and under-reported — aspect of the recent sell off: Derivatives activity linked to share...
All Aboard the Reality Express!
Shameless plug: Last October, "The Unpleasant Truth About Inflation" noted all the reasons why inflation was actually much...
Paul Desmond follow up
Back in February, I did an extensive Q&A with Paul Desmond of Lowry’s Reports (Part I is here, and the important Part II is...
Bounce, Test, Bounce, Crash
The technical damage done this week was substantial, but as I mentioned last night on Kudlow, we are near support. I’ll expand upon...
They Do Ring a Bell
> There’s an old expression on Wall Street: "They don’t ring a bell at the top." Actually, they do; Its...
Those Damn Tax Cuts . . .
. . . are crashing the market! When will those Supply-siders ever learn! >
Inflation? What Inflation?
Yesterday, I pondered the question of how those who work on Wall Street have managed to deny the existence of inflation for all this...
YTD Index Performance
Here’s some surprising data: The Nasdaq 100 — the big cap tech stocks — are down for the year. I just punched in...
What if Housing Hare Becomes a Tortoise?
Jesse Eisinger has a strong piece in today’s WSJ about the slowing economy and risks to the market: What if Housing Hare...