Tax Cuts Crash Market (?)
Here’s why its so dangerous to read specific elements into the day to day gyrations of Mr. Market: Consider this hypothetical news...
Nasdaq Big Cap (Qs) vs Russell 2000: Why Guess?
With the Nasdaq down 1.56% intraday, and the NDX 100 off more than 2%, its time to revisit the issue of sector selection. We noted...
Comparing present with 1973-74 cycle
Twain is reputed to have said: History doesn’t repeat, but it rhymes. Is this market rhyming with 1973? This chart (created by a...
One & Undone?
As noted, markets liked the soft jobs data, believing it makes an end to Fed hikes more likely sooner than later. However, as much as...
Malaysia, Taiwan follow up
Back in April, I mentioned two Asian ETFs: Malaysia (EWM) and Taiwan (EWT); I still like these alot, and its a good way to play...
Bear Necessities
In the WSJ’s blog MarketBeat, Scott Patterson points to a few interesting analyses in a post, Bear Necessities. First up, Ned...
Rising Inflation is a Bigger Tax Bite than Oil
“Rising Oil prices are like a tax.” I’ve heard that canard repeatedly over the years. There are lots of reasons why this is...
Earnings and Subsequent Market Performance
Someone on Kudlow’s show misquoted me on Monday (Larry?), and I wanted to get this specific data correct and distributed. The...
Hindenburg Omen ?
I have no experience with the Hindenburg Omen, but from this chart, it hardly looks reliable. Its had some terrific calls...