1987 Crash Revisited
Rob Fraim is a reader of mine who puts out his own amusing comments each day via email. Today, on the 17th anniversary of the 1987 stock...
Wall Street Positioning for Year End Rally
As Quarterly reporting begins in earnest – 100+ S&P500 firms are releasing numbers this week – we expect the Street to begin...
Chart of the Week: Presidential Incumbent Approval Level (2001...
The intractable problem of polling sampling error and bias continues to be an issue for those investors trying to track possible outcomes...
Causation & Correlation: Gasoline vs. Incumbency
With the debates now behind us, investors can expect to hear a spate of “suspect” theories from political analysts assessing each...
Chart of the Week: Gasoline $ versus Incumbent Approval Ratings
For those of you who would like a simple thesis for predicting the outcome of the election – one that is both highly correlated and...
The World’s Most Economically Competitive Countries
Here’s a surprsie: Finland is the world’s most competitive economy — despite having one of the world’s highest...
What the Election Means for Investors
Here’s a fascinating compare and contrast analysis, sector by sector, of the impact of each candidate in the election from last...
WSJ: Bush and Jobs
“THE ECONOMY IS AT CENTER STAGE ahead of the Nov. 2 presidential election. Job creation has picked up this year, but employers...
What is the Employment Situation Really Like?
The conventional wisdom about Friday’s disappointing Jobs data was that there was a little something in the release for each...
Chart of the Week: % of NASDAQ issues at 30-day lows
Kevin Lane of Technimentals notes that the 10-day MA of the % of NASDAQ issues reaching 30-day lows (green line) is starting to turn up....