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...
Sjuggerud’s 12 Rules of Investing
12 Timeless Rules of Investing 1. An attempt at making a quick buck often leads to losing much of that buck. • The people who suffer...
Hedge Fund Assets
Another interesting graph from Mike Panzner: click for larger chart Hedge fund assets, as a percentage of total assets under professional...
A few items worth reviewing
Its a rainy day here in the NorthEast, so for those of you who remain tethered to your computers over the weekend awaiting a change in...
Meta Meta-Market Resources
I use a few resources that are edited collections of other market resources. These web postings’ reason for existence is to refer...
Understanding the Post-Bubble Economy
"Economists set themselves too easy, too useless a task if in tempestuous seasons they can only tell us that when the storm is long...
New Column up at Real Money (04/29/05)
.My latest Real Money column, "Understanding the Post-Bubble Economy" is up. The column contains several themes which readers...
Most Have Poor Grasp of Economics
We previously looked at the question of Why You Suck at Investing. Our concerns were of physiological and emotional aspects, rather...