Clues from the Fed II, an RIA Pro article from November 28, 2018, provided important insight into one of Jerome Powell’s most important speeches as the Federal Reserve Chairman. We…
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This past weekend in the NYTimes, Nobel-laureate economist Robert Shiller sounded the alarm on housing again. For those who don’t know, Shiller called the stock market bubble of the late…
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In this past weekend’s missive, “Stuck In The Middle (Range) With You,” I discussed the view from John Murphy via Stockcharts.com that the S&P 500 may have more downside to come. To wit: The daily…
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“It’s okay to be wrong; it’s unforgivable to stay wrong.” – Marty Zweig, (October 16, 1987 Wall Street Week – at six minute and 40 second mark!) As observed on Wall…
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All of sudden….volatility. Well, that is what it seems like anyway after several years of a steady grind higher in the markets. However, despite the pickup in volatility, the breaks…
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When I wrote an article on REITs for the Wall Street Journal in early 2017, I used a research report from Research Affiliates in Newport Beach, CA to argue that…
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So, have you heard the one about the “flattening yield curve?” It almost sounds like the start of a bad joke because there have been so many discussions during this…
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Last week, I discussed the recent message from Fed Chairman Jerome Powell which sent the markets surging higher. “During his speech, Powell took to a different tone than seen previously…
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In 1897, Virginia O’Hanlon asked her father if Santa Claus was real. He said she should ask The Sun, a prominent New York City newspaper of the day. Back then…
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(This article originally appeared in Citywire.) Back in September, I examined the records of the managers that Morningstar nominated as candidates for ‘domestic equity Manager of the Decade’ in 2009….
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The stock market’s roller coaster ride this year is beginning to cause a certain amount of apprehension among investors. What has prompted the recent weakness? Is the recent decline just…
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The Roman philosopher Seneca wasn’t talking about the stock market when he wrote that “Time discovers truth,” but he could have been. In the long run a stock price will…
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“Present time is very brief, so brief indeed, that to some there seems to be none; for it is always in motion, it ever flows and hurries on; it ceases…
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In this past weekend’s missive, “Did The Powell Put Change Anything?,” I discussed the surge in the market following Jerome Powell’s change of stance on Fed policy and the potential for a…
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I went on a long distance drive for Thanksgiving – Houston to Southern California and back. I don’t recommend doing that unless you have two full weeks. It’s 1500 miles…
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This past week, Mark Hulbert wrote an article discussing the recent drop in margin debt. To wit: “Plunging margin debt may not doom the bull market after all, reports to…
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“I will eat my hat if this means anything substantive”… as “neither side is fully ready for war, but neither side will budge.” – Michael Every, Rabobank’s Head of Asia financial…
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J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term…
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I’ve shown many charts over the past few weeks, so I wanted to use today’s post to update them after the Fed’s Jerome Powell took more of a dovish tone…
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All it took was two 10% stock market corrections in a single year and some heavy “browbeating” from President Trump to reverse Jerome Powell’s hawkish stance on hiking interest rates….
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