The Employment Report: Three Things You Should Know but Don’t

Reporting economic news is a major subject for the media. It starts with the facts, but after lingering briefly, attention turns to speculation about what this means for the boxed-in, painted-in, rock and hard place, corner-bound Fed. Take your pick of the metaphors, including plenty of mixed versions. You’ll hear them all. Probably tomorrow! The […]

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The Evolution of the “Hussman Chart”

Hardly a week goes by without an article like this one by the influential Henry Blodget — One smart stock market analyst thinks this is where we’re headed…(gulp). Mr. Blodget writes as follows: But anyone who’s feeling comfortable after a strong week in the markets should at least understand that: 1. The macro environment most conducive […]

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Weighing the Week Ahead: Can Stocks (finally) Set a New Record?

The economic calendar has more news, including a meeting of the FOMC. Earnings season is in full swing. Despite all of the substantive news, the punditry loves to discuss markets, especially when they are challenging the old highs. Many will be asking: Will stocks (finally) set a new record high? Prior Theme Recap In my […]

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Expensive Misconceptions

The investment world abounds with research reports.  Intelligent and educated people generally benefit from careful study and accrued knowledge. While it seems unfair, the investment world is different.  A little knowledge can be a dangerous thing! There are many examples of this.  I have been stalled on this important topic because I was trying to […]

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Weighing the Week Ahead: Time to Sell the News?

The economic calendar is moderate. Fed Heads are mostly on the bench. The Doho oil conference (combining OPEC and non-OPEC producers) will be the first major news for the week ahead. Markets have already anticipated the outcome, just as they have the trend of first- quarter earnings. It is a classic test of the theme: […]

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