E Whatever Happened To Optimism ?
There's lots of pessimism in the market. Here's what I was able to find right now that should make all of the pessimists out there a little less paranoid about the future.
E Deducing The Crash In Oil: How Would Sherlock Holmes Drill Beneath The Headlines?
Is oil right now the biggest threat to the overall market?
E The Dow Transports: Detecting The Issues
Using Sherlock Holmes' method of reasoning to unlock what is really happening to the transports right now.
E Is It Time To Buy The A-Shares?
The unprecedented Chinese stock market rally over the past year has buoyed global interest in investing in China. But the present high levels of leverage may prove particularly problematic.
E Shake Shake Shake: The Shack Shack Metaphor
Something is shaky with Shake Shack - its valuation is a metaphor for, or symptomatic of, a larger issue with the market, the economy and what is ailing us right now.
E Adieu To Don And Mad Men And Women We Love
A timely piece on the eve of the finale of Mad Men and how it affected the parent company AMC Networks, the behavioral shift in viewership and the use of technology that feeds this new form of viewing and how it affected cable TV.


Latest Comments
The Stock Market’s Heartless Optimism
2 months ago

What;s your local newspaper? The New York Times? lol

The Stock Market’s Heartless Optimism
2 months ago

"If earnings come in as expected next year – admittedly still a big “if” since revisions continue to be down – stocks are cheap. " Revised? They're all PULLING guidance, As for cheap you must be talking about the garbage energy stocks you own. "$ZM $MSFT $NFLX and $AAPL are NOT cheap.

AGNC Investment Corp. Or General Dynamics: Which Is Suitable For Retirement Accounts?
9 months ago

Good distinction, $AGNC is not for the faint of heart. It's like $NLY or $PSEC, in that wars that been waged over these from both camps.

In this article: AGNC
Three Dividend And Income CEFs Paying Over 7%
10 months ago

what was the catalyst for the dips

In this article: JPC, LDP, FPF, XJPCX
Bearish Divergences Similar To 2000 & 2007 In Play Again
10 months ago

Even if one doesn't care a blessed penny what the essenpee did 20 years ago, there are enough people that do, and set their little bots to that tune. self-fulfilling herdspeak.

In this article: SPX
Earnings Still Looking Good, But…
10 months ago

The market will rally because no one expects it to. People will shrug, scratch their heads, and count their winnings. Same playbook as usual.

Market Briefing For Thursday, August 22
10 months ago

good thoughts. caution is warranted. sitting on my hands for now.

In this article: NYA
Recession, Really? Not Based On Today’s Economic Data
10 months ago

Great points as usual Michael - blame the hedge funds wreaking havoc in the bonds. When will they ever learn?

In this article: IEF, SPY, TYX, CSCO, IWM, GE, WMT, BABA
Risk Is Here, What Are You Going To Do?
10 months ago

Ooh, glad I wasn't around today...inverted yield curve jitters again. Nothing new there. $VIX finally hit the "nervous" level. Same old same old, but August illiquidity kicked in and the downside accelerated.

The big money already went light equities before today. the 3 and 10 has been inverted since May. Suddenly the gold argument makes sense. Hindsight.

Nothing we learned today was new. Algorithmic trading doesn't think. It responds. There is nothing fundamental that would rationalize this move aside from the bond market imploding.

So the market move was inverted to the current temperatures this summer. And it will bask in the headlines tonight and steal the weather's thunder. CNBC will do its "MIT" program tonight because fear buys lot of advertising dollars. This move has been brewing for a long time. The US market just caught the world's flu.

A few disillusioned people will forgo the Starbucks tomorrow and begin a new love affair with McDonald's java. And they'll think about calling their broker.

Can't see the mommasitas telling their kids, no school supplies this year, market just blew thru 25,000.

Don't try to out-think a machine. Don't try to make an intelligent move when you don't have all the facts. We're nowhere near the Dec lows. Where's Trump today? Did he say anything?

How Low Could Interest Rates Go In The US?
10 months ago

Value stocks won't do well next year because most are in energy and financials. Doh! What about the other bezillion value stocks that aren't?

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