Barron’s Panic Euphoria Model

We have previously looked at the Smith Barney  Panic / Euphoria gauge that runs in Barron’s each week, wondering about its make up. A commenter asked earlier today about this, so I pulled an old chart along with the latest version.

What was the basis of the supposed deep panic in May 2005:

May 15 2005


Here we are in May 2008, and we are now racing thru neutral and heading towards Euporhia.

April 28, 2008


Any thoughts on this?  What say ye?

The Storm Before the Rally? (May  2005)

Category: Markets, Psychology

Inflation Index Bonds Now Paying 0%

Category: Fixed Income/Interest Rates, Inflation

BMO’s Don Coxe on Food Prices and Shortages

BMO Financial Group global portfolio strategist Don Coxe discusses Food prices, shortages, and the appropriate investment strategy in the face of the recent food crisis:

click for video

courtesy of BNN

Market Morning
Global Portfolio Strategy [04-30-08 10:10 AM]
BNN, April 30, 2008

Category: Commodities, Inflation, Television, Video

AAii Sentiment Data

Category: Psychology

‘Like Watching Dinosaurs Mate’

As we await what is happening with Microsoft and Yahoo, Aaron Task and I discussed the bigger picture as to what happens next on the internet.

This was all pretty off the cuff stuff (in case you cannot tell) but its how I really feel about the players involved:

That headline was actually spontaneous (I can turn a phrase, huh?)

Ok, feel free to write what a MSFT basher I am (no arguments from me)

Category: Digital Media, Video, Web/Tech, Weblogs

GDP Charts

Category: Data Analysis, Economy

McCain & Clinton Fail Economics 101

Category: Commodities, Energy, Politics

Becker, Phelps, Scholes & Spence on Decoupling

Nobel laureates in economics Gary Becker of the University of Chicago, Edmund Phelps of Columbia University, Myron Scholes of Stanford University, and Michael Spence, former dean of the Stanford University Business School, participate in a panel discussion at the Milken Institute Global Conference in Los Angeles about the theory of "decoupling" and outlook for the U.S. and global economies.


click for video


Becker, Phelps Are Optimistic on U.S. Economic Outlook
Bloomberg, April 29 2008

Category: Economy, Video

Defending Bernanke

Category: Commodities, Federal Reserve, Inflation, M&A


Category: Federal Reserve, Psychology