August 6, 2013 by Dan • Commentary

MorningWord 8/6/13:  In this space yesterday I discussed the relative out-performance of Web 2.0 stocks vs their brothers from another bubble (here), and what the frothy price action could mean at this stage of the …

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May 20, 2013 by Enis • Commentary

As U.S. stock market indices continue to make new highs, there are a number of explanations for this massive move in the past 4 years.  But what’s most telling is that global stock market performance …

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March 13, 2013 by Enis • Commentary

The BRIC countries (Brazil, Russia, India, and China) were the leaders of the 2002-2007 equity bull market, both in terms of economic growth and stock price appreciation.  They were the new growth frontiers, the wild …

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February 25, 2013 by Enis • Commentary

SPX futures are up 0.5% this morning as Europe has a strong session, likely in anticipation of a favorable result from the Italian elections later today.  With SPX futures retesting last week’s highs, I wanted …

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