Market Observations on the Economy
21 May 2013
Barry Bannister, Managing Director of Equity Research at Stifel Nicolaus, joins Financial Sense Newshour to discuss whether to “Sell in May and go away” as well as the stark parallels between now and the 1930's.
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21 May 2013
Before taking even one step further, I’ll tell you right up front that this is more of a “for fun” discussion than not. For many a moon I have followed a number of sentiment surveys that I believe can be quite helpful.
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20 May 2013
Investors have increased their appetite for risk as the market continues to climb to new highs. There was a tremendous amount of fear in April that growth was not going to be sufficient to maintain such lofty levels on the major averages....
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16 May 2013
The April jobs report on May 3rd sparked a renewal of something I’m calling the "Taper Trade." As I mentioned last week, the effect of renewed faith in U.S. cyclical stocks post-Q2 earnings, along with a rise in the ECRI’s leading economic indicator...
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15 May 2013
Leading indicators for the labor market suggest we get an acceleration in payroll gains heading into the fall, which is what the market may be discounting currently as it continues to hit new all-time highs. With the market’s long-term momentum...
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13 May 2013
The past few years we have seen the market roar higher out of the gate only to suffer a sharp pullback as we enter the spring. A spike in the price of oil has been a major cause of that each time. As the price of fuel has spiked in each of the...
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9 May 2013
Jeffrey Saut, Chief Investment Strategist at Raymond James, tells investors on the Financial Sense Newshour that today’s market is “record setting,” experiencing what he says is the longest “buying stampede” in market history.
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7 May 2013
Every once in a while I find it very helpful to just sit back and look at charts that essentially have no titling. At least for myself, it’s often an easy way to “see” trends, or more importantly change in trends, without having my own personal bias...
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1 May 2013
Martin Armstrong is the founder of Princeton Economics and developer of the cycles-based Economic Confidence Model, which has been cited by numerous publications for pinpointing major turning points in the market.
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29 Apr 2013
There is a debate going on right now about the strength of the market. Some do not like the fact that the market is being led by more conservative sectors: health care, staples, and utilities. They argue that at this point we should see more...
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