The term “investment bubble” has different connotations to different people. Those with cash to invest in known bubbles welcome them, as there are few investment environments that offer the potential of asymmetric short term returns …
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You know where the S&P 500 (SPX) is. Within 1% of its all time high, and up more than 200% from its 2009 low: Its been a fabulous ride. And in hindsight it’s been devoid …
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At this stage of the game it’s become clear that the rise and fall in commodity prices over the last few years was a direct result central banks’ (primarily our Fed) monetary policies since the financial crisis. While …
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Friday was a bloodbath for high yielding equity sectors or those deemed to be defensive, with Utilities leading the way to the downside, declining 3%, and Consumer Staples and Healthcare down about 2%. It’s not hard to …
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Hallelujah!! ECB QE is here. And you know the old saying, don’t fight the ECB. But will the ECB pack the same sort of rip your face off sort of umph that Federal Reserve’s relentless …
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There was a lot of excitement around the Nasdaq breaching the 5000 mark yesterday for the first time since March of 2000. Not that I’m not nostalgic, but aside from it being a nice round …
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Investors cheered Home Depot’s (HD) Q4 results reported yesterday morning. Despite issuing guidance that was below consensus the stock rallied 4% to new all time highs. I do think it is important to note that when …
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Bubble is a term that market pundits just can’t help themselves from saying whenever markets make new all time highs. A year ago, when the S&P 500 was at a new all time (14% lower …
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If you traded/invested in the U.S. equity markets for the last two decades then you have witnessed a few gravity defying bull markets (mid 1990s to early 2000, March 2003 to the end of 2007, and March 2009 …
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Heading into the last trading day of January with the futures marked down 1% and I think it is safe to say that we will have a down month, with the potential for a 3% …
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