Plunging Commodity Prices Are Ominous For Stock Market!
Consumers understandably like to see prices for commodities decline, the more the merrier, particularly gasoline and energy costs. Many analysts…
Read ArticleEurope Is A Bigger Problem Than The Slowing
Here’s the problem in just a handful of words. Germany is Europe’s strongest economy. Yet even its Purchasing Manager’s Index…
Read ArticleThe Fed Will Come To The Rescue But
There can be no doubt anymore that the global economic recovery is in trouble again. In the U.S. we can…
Read ArticleBeware of Defensive Stock Advice!
With the U.S. economic recovery stumbling again, the euro-zone debt crisis back in the headlines, and ‘Sell in May and…
Read ArticleMore Impetus For Summer Correction!
Another week of economic reports adds to the likelihood of a summer correction in the stock market again this year,…
Read ArticleLousy Jobs Report Confirms Fed’s Suspicions!
In his widely covered speech two weeks ago, Fed Chairman Bernanke said the anemic U.S. economic recovery seemed to be…
Read ArticleDon’t Shrug Off The Similarities to the Last
Almost a year ago in this column I pointed out the eerie similarities in April (2011) to conditions the previous…
Read ArticleHere We Go Again Already?
What is it about the economic recovery so far that allows good news to last for only six months at…
Read ArticleThere Is Now A Second Wall of Worry!
It’s an old market maxim that the stock market often climbs a wall of worry. In the current rally the…
Read ArticleWe’re Still Having Fun! . . . .
Our Seasonal Timing Strategy portfolio continues to shine, making another new high yesterday, now up 16.1% since the entry in…
Read ArticleWhy Markets Ignored Jobs Report and Greek Debt
There was much anticipation in advance of Friday’s Labor Department employment report for February. The report has a reputation for…
Read ArticleIs This As Good As It Gets For
In Europe, the euro-zone debt crisis has pretty much faded from headlines. The arrangements that will bail out Greece -…
Read ArticleCan the U.S. Economy Sidestep Europe’s Recession?
The surprises continue in the U.S. economic recovery. This week’s reports include that home prices rose 0.7% in December, an…
Read ArticleTwo Years of Fears Have Disappeared!
Kudos to central banks. The eurozone debt crisis produced two years of fears that it would result in financial collapse…
Read ArticleWhat’s Wrong With China’s Stock Market?
It wasn't just the U.S. and Europe that took on massive debt loads to provide the extraordinary global stimulus efforts…
Read ArticleShould Investors Worry About February’s Reputation?
Most investors are aware of the market’s various seasonal patterns. In the Four-Year Presidential Cycle the market has a strong…
Read ArticleLet’s Not Get Too Optimistic!
In investing much is said about the folly of following the crowd. It’s voiced in age-old maxims like “The market…
Read ArticleThe U.S. Recovery Is Producing Surprises
In 2008 it was a sure thing the bursting of the real estate bubble, the collapse of the sub-prime mortgage…
Read ArticleBrazil Looks Like A Buying Opportunity Again
Brazil continues to impress as a country and economy, due in no small way to its government’s multi-year efforts and…
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