Videos
February 17, 2017
After such a record move, many investors are wondering if we gone too far too fast. Maybe. But maybe not. The S&P 500 Index is exhibiting a rare bullish behavior seen only 4 times since 1985. And its something few analysts are talking about. This market behavior was seen multiple times in the 1990’s Bull Market era, but observed just once in […]
June 3, 2011
In short, while equities have benefited from the record amount of stimulus provided through the Fed’s Quantitative Easing program, corporate credit has not. As credit tends to be a better leading indicator of the economy then equities, this represents a significant warning sign. The chart below highlights the dramatic difference in how corporate credits responded to QE I compared to […]
September 30, 2010
So far 2010 has been an exceptionally challenging year for most investors. In my experience, nothing drives investors more mad than headline-charged markets that make no progress. High volatility without a defined price trend has left both amateurs and professionals frustrated. The environment has been so challenging that even some of the world’s most successful hedge fund managers with stellar […]
What’s Next for Equities