April 6, 2016 by Dan • Commentary

This morning, Bloomberg reported on short interest in U.S. equity markets reaching levels not seen since 2008, with the suggestion that this could serve as a contrarian set up, quoting Fundstrat Global Advisor’s Thomas Lee, who opined:  “There’s …

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April 5, 2016 by Dan • Commentary

Earlier today I tweeted the following regarding the price action in European bank stocks. Remember, they were very high on the list of issues rattling global markets in January and February: Euro Banks were big …

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March 1, 2016 by Dan • Commentary

NOTE: Last night on our sister site, Ticker District contributor Peter Boockvar, Chief Market Analyst for The Lindsey Group, and the Co-CIO of Bookmark Advisors fielded questions from the other contributors, ranging from what kind of volatility we can expect …

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November 12, 2014 by Dan • Commentary

When this bull market comes to an end, the immediate cause will not likely be from our shores as was the case in 2000 and 2007.  Despite most major equity indices in the U.S. closing at …

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October 6, 2014 by Dan • Commentary

On Friday’s Options Action on CNBC we had JPM’s former market strategist Tom Lee, now of FundStrat, who made a very bullish case for a Q4 rally for a whole host of reasons but none bigger …

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