Sucker’s Rally?
I had fun doing this interview with Henry Blodget of Yahoo Tech Ticker and SAI: Note: I don’t say we have to go below 10,000, but...
Oil Update (Including a Chart of the Decade)
Back in July, I noted that we had exited many energy positions, and would like to see Oil pull back to $105-110 to re-enter them. This...
Crude Oil Breaks Below $115
Crude Oil is down to $115 (continuous cash futures contract). We also have some Backwardation — meaning futures (September...
No 90% Up Day
Mea Culpa: I was surprised when I saw Mark Hulbert say that "Markets were up, but not ‘9-to-1 up" on Tuesday. I checked...
300 Point Rally follow up
Wow, lots of interesting responses from yesterday’s 300 Point Dow Gains? During Bear Markets ONLY. I appreciate those of you who...
300 Point Dow Gains? During Bear Markets ONLY
Merrill Lynch’s David Rosenberg was on CNBC this morning, discussing the current Bear Market. He noted that this was the sixth 300...
The Larry Kudlow Recession Summer Rally
Sometime last week, I heard my pal Larry Kudlow admit "We are in a Mild Recession." That sent me scampering to the Modern...
Adding Alpha to Portfolios
While I am traveling, I wanted to CHERRY PICK a few charts from my day job: Fusion IQ: AMGN had a buy signal on 6/23/2008 DNA had a buy...