Grudge Match: Fed Model versus the Historical Mean
Today, we dissect the battle between the believers and the infidels (better known as Bulls vs Bears), and the schools of thoughts...
Bah, Humbug Tax Cuts?
Bah, Humbug? The Market typically greets all tax cuts with unfettered joy; Even more so for Wall Street targeted cuts such as capital...
Analyze This: Technicals versus Fundamentals
Analyze This: The markets continue to show impressive resilience, despite ongoing mediocre economic reports. As mentioned last week, the...
It’s all about the Benjamins
The Benjamins: Equities react to Money Supply, Currencies and Interest Rates. More than anytime in recent memory, these monetary factors...
Small Caps and Contrary Indicators?
The market continues to show impressive resilience, despite rather overbought conditions, and significant overhead resistance. It is...
Dollar Disconnect ?
I know you were planning to disconnect me, and I’m afraid that’s something I cannot allow… How is it that the dollar is...
Cinco de Mayo!
The 5th day of the 5th month gives us an excuse to look at 5 key issues confronting the market over the next 5 months: 1) Earnings are...
Great(ly reduced) Expectations
Also known as “Not so Great Expectations“: After a relatively strong start last week, the markets pulled back on Thursday and...
Economic Mulligan!
Shanked one, hard left, into the bunker. Awful shot, simply embarrassing. Did anyone see? Does it matter? . . . Do over! At least,...