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. …
“It’s not that it’s weak. It’s a complete collapse in the number, one of the lowest readings this statistic has ever had.” – Jim Paulsen (subscription required), Chief Investment Strategist, Wells Capital Management Recession talk is in the air again…
Note: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
The bulls are winning the fight. A correction is three to six months [away]. There’s so much fear of missing out – Adam Parker, Trivariate Research, quoted in Barron’s The Trader column 3/23 [SUBSCRIPTION REQUIRED] There’s really no way around…
The big news this morning is an announcemement by UBS that they will take a $10 billion writedown on their US subprime exposure and also that the Singapore Investment Authority ($9.75 bil) and an unnamed Middle East investor ($1.75 bil) have made investments…
Everyday I try to discern the “message of the markets” by looking at the performance of the various sectors: financials, consumer staples, consumer discretionary, technology, energy, basic materials, industrials, health care and utilties. Checking up on the sectors today revealed…
