Market Observations on the Markets
5 Apr 2013
It appears we are in the process of starting the first correction of the year but given recession risks remain a remote possibility and the long-term internals of the market remain sound, any correction in Q2 will likely prove to be a buying...
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4 Apr 2013
Picking up from last week’s article, I wanted to continue to develop the notion that the market is rotating out of growth and into lower beta stocks. In addition, some other signs of de-risking are developing.
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3 Apr 2013
Steve Hanke is a professor of Applied Economics at The John Hopkins University and also a Senior Fellow at the Cato Institute in Washington, D.C. Due to his wide influence, expertise on international monetary affairs, and advisory role to numerous...
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1 Apr 2013
"They" being the market. You or your broker or your friend has this great investment “guy” that can come up with a whole host of reasons why the market should zig or zag. When the market goes against us we scramble to come up with reasons why it...
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28 Mar 2013
The risk-on versus risk-off trade, aka RORO, has been the modus operandi (MO) of many investors over the past several years. The Fed is going to goose the market? I’m going all-in the beta trade. Europe is imploding and the euro will cease to exist...
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27 Mar 2013
The market continues to march higher in 2013 as the market’s long-term breadth and momentum remain strong across nearly every sector. However, the weakening in the daily numbers for breadth and momentum, particularly in the cyclical sectors,...
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26 Mar 2013
Jeffrey Saut, Chief Investment Strategist at Raymond James, spoke with Financial Sense Newshour today to offer some perspective on the markets with a few key insights from their latest institutional investor conference.
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26 Mar 2013
With the US Fed’s third quantitative easing program since 2009 announced in latter 2012, QE3, we know the Fed is explicitly targeting two key hoped for outcomes. First, Mr. Bernanke has told us he wants to see higher stock prices. So far, so good.
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25 Mar 2013
While the dollar has come under severe pressure for many years, there have been several times when our dollar has gone on extended moves higher. Those moves higher typically coincide with slower growth outside of the U.S. and more often with some...
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22 Mar 2013
Despite the ongoing recession call by the ECRI, the U.S. economy has continued to march forward from the depths of 2009 and, to the surprise of many, even accelerated this year. The question is, where do we go from here? Currently, in surveying...
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