Succinct Summation of Week’s Events 3.31.17
Succinct Summations for the week ending March 31st, 2017 Positives: 1. Corporate profits rose 22.3% y/o/y in the fourth quarter 2....
Reasons to Sell vs Buy
Michael Batnick is the Director of Research at my firm. He created these two fantastic and insightful charts, which reveal some deep...
Dow Industrials Average, 1896-2016
This graph of the Dow’s performance since 1896 that charts the index’s peaks and troughs, reflecting a variety of economic triumphs...
Succinct Summation of Week’s Events 3.24.17
Succinct Summations for the week ending March 24th, 2017. Positives: 1. New home sales rose 6.1% to a 592 annualized rate. 2. Durable...
How Much Does the President Matter to the Stock Market?
Short answer: Not very much! This table, from Ben Carlson, is quite revealing: Source: Bloomberg View
World Stock Markets Relative Sizes: 1899 vs 2016
Ben Carlson is your must read of the morning The U.S. has gone from making up 15 percent of the global stock market to more than 50...
Succinct Summation of Weeks Events 3.17.17
Succinct Summations for the week ending March 17th, 2017 Positives: 1. Retail sales rose 0.1% m/o/m, despite weak auto sales. January...
Succinct Summation for the Week of 3.10.17
Succinct Summations for the week ending March 10th, 2017. Positives: 1. Nonfarm payrolls rose from 227k previously to 235k, above the...
No, the Bull Market is Not 8 Years Old
This Bull Market Isn’t as Old as Some Seem to Think Lots of pundits and commentators use a flawed yardstick that doubles the age of...
Succinct Summation of Week’s Events 3.3.17
Succinct Summations for the week ending March 3rd, 2017 Positives: 1. U.S. stocks hit new record highs, with the S&P 500 rising for...