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 […]

Read More

Weighing the Week Ahead: Is a Recession Looming?

The economic calendar is light and it is the start of the week-long Chinese New Year. This means some media time and space that must be filled. Needing an attention-getter, I expect the punditry to be asking: Is a recession looming? Prior Theme Recap In my last WTWA I predicted that everyone would be talking […]

Read More

Weighing the Week Ahead: What are the Best Year-End Investments?

There is a lot of data to be reported in only three full trading days, but it does not rate to signal important economic changes. I expect plenty of participants to take the week off and even more will leave after the first hour on Wednesday. The punditry still has pages and air time to […]

Read More

Weighing the Week Ahead: Greek Ripples or Economic Fireworks?

The elements are in place for a week of fireworks. Barring some unlikely last-minute news, we are expecting a Greek bank holiday and capital controls on Monday, followed by one of the biggest weeks of the year for economic data, all crammed into a holiday shortened week. Will it be… Greek ripples or economic fireworks? […]

Read More

Weighing the Week Ahead: Can Employment News Change the Fed’s Course?

This week’s economic news is mostly jobs-related. The Fed has cited employment as the most important factor in future rate decisions. There is plenty of FedSpeak on tap. Pundits love to talk about the Fed. Voila! The theme for the week will combine all of these elements: Can the employment news change the Fed’s course? […]

Read More