October 8, 2015 by Dan • Commentary

I’ve said it before, and I’ll say it again, there is a distinct possibility that whatever is going on in China as it relates to their slowing economy is not nearly as bad as we generally …

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October 5, 2015 by Dan • Commentary

You can attribute the 6%, 5 day rally in the S&P 500 (SPX) to whatever you like. The negative sentiment might have gotten a tad off-sides leading up to the end of the quarter. But …

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September 15, 2015 by Dan • Commentary

It’s difficult to assign exact blame for the volatility we’ve seen in U.S. stocks. There are several factors you’ll hear, most often the FOMC’s impending exit of ZIRP, falling commodity prices and the rise and …

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July 31, 2015 by Dan • Commentary

I am not sure I can leave this one alone.  Investor sentiment regarding Macau Casinos, and the stocks that make up the Shanghai Composite have made for some fascinating comparisons. Both having to do with stereotypes surrounding …

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July 10, 2015 by Dan • Commentary

On Sunday night, as Chinese equity markets were getting ready to open following the government’s unprecedented moves to stem declines, my focus was on where the Shanghai Composite needed to hold: Shanghai Comp’s 200 day …

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May 11, 2015 by Dan • Commentary

The People’s Bank of China (PBOC) ain’t messing around. Overnight they cut short term interest rates for the third time since November as they battle an economic slowdown that threatens their 7% GDP “target”.  This morning, …

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