Interesting historical comparison, from S&P via Barrons (long excerpt): The Bull’s Fourth Year Here’s how sectors within...
Read More
The always interesting Alan Abelson makes some less than encouraging comparisons between the present sentiment levels and those of...
Read More
Among individual investors, David Swensen isn’t a household name. But he is an icon in the world of big institutional money...
Read More
Barron’s agrees with our assessment that, CPI not withstanding, there is actually some inflation out there. Add Oil and Fed...
Read More
The task of calculating the enormous damage from Katrina – in Human lives, in property damage, and in economic terms – continues. As...
Read More
"Such steep and widespread declines in confidence have typically triggered recessions," though a recession is not...
Read More
Wall Street has been sifting through the horrific reports out of the Gulf of Mexico. Their rose-colored glasses allowed them to see...
Read More
The DOW has made higher lows and is now in the process of pulling back to its trend line. This is consistent with a minor retracement...
Read More
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...
Read More
This weeks Barron’s has an interesting chart from Sy Harding. If you are unfamiliar with Harding’s work, have a look at his...
Read More