There’s an interesting analysis out of Europe, titled Capacity in the hedge fund industry. The firm Watson Wyatt asks "Can the...
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On Wednesday night, Larry asked me what the 2005 elections might mean to the Markets; I think my answer surprised him a bit: If his...
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After some Sturm und Drang, the markets have now returned to their October 1st levels. Momentum has come back into vogue, with sector...
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The SPX chart below shows that the rally that started with the Iraq war remains intact. Note that the uptrend line has withstood several...
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I have a new column up at Real Money: It is loosely based on a few prior commentaries: Bottoming Process Continues, and Katrina Lowers...
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The market’s tone has becoming increasingly firmer as of late. The many technical, internal and seasonal factors we track suggest that...
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Over the intermediate term, market risk has made its first significant shift in quite a while: it is moving from a neutral/bearish...
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The latest "Apprenticed Investor" column is up: Protect Your Backside This week, we look at how investors can avoid get...
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Today’s chart comes courtesy of Vanguard Funds. It shows the total value (NYSE, Nasdaq and Amex) as a percentage of GDP. Historically,...
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I found this chart to be absolutely fascinating . . . Graphic courtesy of Barrons There will be an eventual reversion to the mean...
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