Stock Market, Economics, Equity Analysis
Posts under Economy & Markets Category
Aug10
In the George Costanza market way of thinking, poor data is good because it means more easing. That was certainly the case yesterday as a bevy of Chinese data (industrial production, retail sales) was worse than expected, yet equities held…
Aug09
While we are seeing a decent bounce and digestion in the senior indexes (the Russell 2000 still needs some work) the transports refuse to play along. For the old school Dow Theorists this remains a major fly in the ointment….
Aug08
No surprise that we are seeing a big change in attitudes towards housing ownership among the younger generation. There are a lot of things stacked against them – global wage arbitrage has pushed down wages for many, new college grads…
Aug07
Some interesting words from one of the ultra doves in the Fed, Boston's Eric Rosengren – while not currently a voting member it is interesting to hear the fact these type of thoughts are discussed in their meetings. His…
Aug07
While hard to jump immediately on the bandwagon with so many stocks suddenly overbought, the rotation similar to what was seen in January 2012 appears to be here. All the trades working the past few months are being sold off…
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