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Wednesday, March 6, 2013 All That Glitters – Is Not Gold Whether it’s the literal or moral sensibility to one of Aesop’s fables; the glitter that once shown on gold, then Apple and is now caked on the SPX – traces its…
Thursday, May 15, 2014 American Graffiti The writing on the wall that began ever so discretely and scribbled in pencil has become full blown graffiti installations – replete with colorful tags and innuendo. CAPE ratio’s? – Permanently high. Euphoria? –…
Tuesday, July 26, 2011 The Achilles Heel One of the great paradoxes of the post millennium financial construct is the higher the equity markets extend themselves, the greater their vulnerability to monetary and fiscal interference. Like a world class sprinter…
Wednesday, May 25, 2016 All Dressed Up with Nowhere to Go In difficult times, fashion is always outrageous – Elsa Shiaparelli Trenched for severe weather, we’ve all donned the thick wooly coat at times. Oversized and tailored for the apocalypse,…
Wednesday, January 14, 2015 All Eyes on the ECB – When you come to a fork in the road, take it. – Yogi Despite finding ourselves on the right side of the tracks with European equities last year, we didn’t…
About March 17, 2011 Although I am an active trader, I have always taken a broad perspective when approaching the markets. I respect the Big Picture and attempt to place each piece of information within its appropriate context and timeframe.…
Tuesday, April 15, 2014 A Simple Plan A simple question deserves a simple answer. Are 10-year yields headed higher or lower through the balance of this year? If you believe long-term interest rates are headed higher, sell precious metals and…
Monday, April 7, 2014 A Staggered Start Our newest normal is off to another solid start this week with emerging market equities (EEM) treading water (~ 0.15%) against the downside performance of the SPX (~ -1.0%). Greasing the differentials in…
Wednesday, July 10, 2013 A Return to “Normalcy” For all the anxiety, the “new normal” has performed a lot like the old – or at least the normal we were accustomed to in the back half of the 1990’s. Perhaps…
Wednesday, March 13, 2013 A River Ran Through It Back in the beginning of January, we speculated in A River Runs Through It – that the euro was approaching another important pivot; the last of which was completed through April 2011. …