Where’s the Conviction ?
Volume today is low to modest — certainly, nothing particularly impressive. Whenever the markets move significantly in either...
Dollar Rebound ?
Is the Dollar’s recent strength a reflecton of improving conditions in the US — or Europe’s ongoing malaise? Thats the...
Levels Matter
I’ve been having an ongoing debate with a friend (he manages a sizable mutual fund) about technical levels; He’s a fundie guy...
Will April Showers Bring May Flowers?
2005 has unfolded quite differently than many expected (us included). Weakness hit the Markets immediately, with the major indices down 3...
Chart of the Week: China M2 Money Supply vs. Chinese GDP
Is China a leading or lagging indicator? (Possibly both). China M2 Money Supply vs. Chinese GDPclick for larger chart Source: Michael...
Sell in May (but don’t go away) Part II ?
Last year about this time, we discussed why the seasonality trade might fail: Sell in May (but don’t go away). We could see a...