Flagship Blog
Europe’s Big Bet
March 10th's Weekly Market Update Bond yields have fallen this year, but they began to rebound in the United States in the latest week as the glass-half-empty bond market realized the all-time high stock market may have it right. But this was not the case in most of...
Stocks Go From Great to Good as the Bull Turns Five
March 3rd Weekly Market Update The end of this week will make it five years since the second most powerful bull market in post-WWII history began. After five years, only the bull market that began on August 12, 1982 was stronger. It is not over yet. In fact, the bull...
The Real Reason for the Rebound
February 24th Weekly Market Update The first market storm of 2014 (that we had named Angel) is over with the S&P 500 and broader Russell 3000 stock market indexes rebounding to all-time highs after reversing a 6% decline. The decline was sparked by turmoil in...
Lies, Damn Lies, and Charts
February 17 Weekly Market Update A comparison of the S&P 500 Index in 1929 just ahead of the stock market crash to the performance of stocks from 2012 through today has been making the rounds on the internet. The implication by the bears is that stocks are poised...
Add More Bond — James Bond — to Your Portfolio
February 10th Weekly Market Update It was 1964, 50 years ago, that the film Goldfinger debuted. It is the quintessential James Bond film and the first one to win an Academy Award. In Goldfinger, Q — the head of the gadget-making "Q-Branch" — presents...
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