The Misleading Story about George Soros

A seriously flawed story about George Soros got a lot of media coverage today.  In the midst of options expiration and breaking news from Ukraine, this story might not seem very important. It was big enough to earn a play from all of the major news sources and a feature on CNBC. No one got […]

Read More

Weighing the Week Ahead: Time for a Mid-Course Correction?

After an event-filled 3 ½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection. Is it time for a mid-course correction? I expect the punditry to assemble the evidence, with each concluding that (s)he has been right […]

Read More

The Sound of Silence

The insightful investor develops solid indicators and then follows the data. This may seem obvious, but instead…. Many pundits start with the conclusion and then search for evidence.   [For complete appreciation of today’s post, follow the links for the relevant music.] There are a number of interesting current examples. In various prior posts I […]

Read More

Three Great Interviews

In the flood of news, it is easy to miss the very best stories.  In my regular Weighing the Week Ahead series I include plenty of links to great sources.  Sometimes there are other items that deserve special attention.  This weekend I recommend that you settle back with some popcorn and enjoy these three videos. […]

Read More

February Employment Report Preview

This month's report is especially important. I am cautious for several reasons: The market rally is generally perceived as extended – many are looking for a reason to sell; The story is complex, with many spinning angles; There is a ceiling on strength, due to incorrect assumptions about the Fed. I will elaborate in the […]

Read More