Rising Optimism
A bunch of optimistic commentary and articles coming out recently: “The Comeback Country: How America Pulled Itself Back From The Brink – And Why It’s Destined To Stay On Top”, Dan Gross, Newsweek, April 12 “The Power of Positive Thinking:…
Top Gun FP Client Note: 1150
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Abby Joseph Cohen On CNBC: Sell Signal????
One of the tech bubble’s biggest cheerleaders was back on CNBC today being interviewed. This strikes me as a sentiment tell and potential sell signal……
Dollar Love
Two prominent articles on the dollar rally/euro crash. One in Barron’s this weekend: “Will The Euro’s Pain Be U.S. Stocks Gain?”, Kopin Tan, Barron’s, February 13. And then on the front page of today’s WSJ: “Dollar Up As Euro Reels”,…
Top Gun FP Client Note: Deja Vu All Over Again
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Dorfman: Invest For The 2nd Stage Of The Bull Market
From Jan. 19 through Feb. 4, the Standard & Poor’s 500 Index, a decent gauge of the overall U.S. stock market, dropped about 8 percent. Among the reasons sparking the decline were President Barack Obama’s proposed tax on banks and…
Top Gun FP Client Note: The Fear Beneath The Surface
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
The Return Of Greed
Minyanville professor Jason Goepfert of Sentimentrader.com noted last week that individual investor exposure to stocks is the highest since October 2007 while exposure to cash is at levels last seen in August 2000. It’s amazing really, almost like the financial…
Goodman NYT: Divergent Views On Economy
We’re really coming back. The expansion is picking up pace. – Allen Sinai, Chief Global Economist, Decision Economics You come back to the unfortunate reality that the underlying problems are still very much there. It’s going to be a long…