Small Business Sentiment is Noisy, Unhelpful
Small-Business Sentiment Is No Help to Investors Surveys of how entrepreneurs are feeling have proven to be of little value. Bloomberg,...
When Overbought is Bullish
Interesting chart from John Lynch Chief Investment Strategist and Ryan Detrick, CMT Senior Market Strategist, LPL Financial discussing...
Trust in Amazon
These surveys, via The Verge, are fascinating: “Respondents trusted Facebook less than Google, and “trust” was a primary...
Retail Apocalypse?
Fascinating discussion at Bloomberg on the pending Retail Apocalypse: “In the U.S., retailers announced more than 3,000 store...
What Has Been Driving the Bull Rally?
How to Tell the Bulls From the Bears The same set of facts and events can be seen in very different ways. Bloomberg, October 27, 2017...
Who Defeated Hitler, the USA or the USSR ?
This is a fascinating chart — it shows how beliefs morph – or can be shifted — over time. History, George Orwell...
Wall Street Strategists Are Bearish (and that’s good news!)
Bullish News From Wall Street’s Bearish Seers When the forecasters say one thing, it’s worth thinking about going in the...
How do people really feel about the economy?
How do people really feel about the economy? Ben S. Bernanke Brookings, June 30, 2016 Note: this was published last month, prior...
Long Way To Go . . .
Source: Bankrate It’s the second-longest bull market in history. Stocks are expensive. This is the top. At least, that is what I...