Home > Newsletter Archives
Newsletter Archives
- 02/01/12 Of Comfort, Confidence, and Sentiment
- 01/25/12 Obama Unveils New Bank Bailout Plan
- 01/18/12 Got Drachma?
- 01/11/12 Employment Headline Numbers Improve
- 01/04/12 2011: Flat Year, Wild Ride
- 12/21/11 Realtors: “We Wuz Wrong”
- 12/14/11 Cash is King As Long As It’s Green
- 12/07/11 Europe’s Answer: More Meetings
- 11/30/11 Central Banks Around the World Step In
- 11/02/11 Europe Nearing “Look Out Below” Levels
- 11/16/11 The Unthinkable Becomes Inevitable
- 11/09/11 Italy: Too Big To Fail and Too Big To Bail
- 11/02/11 BRICS To The Rescue?
- 10/26/11 When Is A Default Not A Default?
- 10/19/11 Mixed Signals, Mixed Markets
- 10/12/11 Markets Steamroll Slovakia’s No Vote
- 10/05/11 Isn’t “Recapitalize” The Same As “Bailout”?
- 09/28/11 The Silent Fall of China
- 09/21/11 FOMC Meeting – with a Twist
- 09/14/11 Avoiding A European Lehman
- 09/07/11 Another Week, Another Reversal
- 04/20/11 Buffett Takes Our Cue
- 08/24/11 What Do They Want Him To Say?
- 08/17/11 Consumer Sentiment At 31-Year Low
- 08/10/11 Bernanke Downgrades U.S. to Permanent ZIRP
- 08/03/11 U.S. Treasury Bonds – Good As Gold
- 07/27/11 Debt Ceiling Musical Chairs
- 07/20/11 It’s Never Happened Before – Or Has it?
- 07/13/11 Ireland’s Turn In The Hot Seat
- 07/06/11 Greek Crisis Takes The Summer Off
- 06/29/11 Banks Win, Greeks Lose
- 06/21/11 Fed: Extended Period Means We Do Not Know
- 06/15/11 Unrest in Greece Squashes Rally Attempt
- 06/08/11 Ben Admits It’s Bleak Out There
- 06/01/11 Surprise! Economy Not So Good
- 05/25/11 Is The Commodity Correction Over?
- 05/18/11 Investors Turn More Defensive
- 05/11/11 S&P 500 Passes First Test Of New Support, Barely
- 05/04/11 Jobs Are Still The Missing Ingredient
- 04/27/11 News Flash: Fed Can’t Create Oil, Just Money
- 04/20/11 S&P Hedges Its Treasury Ratings
- 04/13/11 Earnings Season Off To A Rough Start
- 04/06/11 Even the Fed is Confused
- 03/30/11 The Best First Quarter In More Than a Decade
- 03/23/11 Divergences Everywhere
- 03/16/11 Fed: Don’t Bet on QE3
- 03/09/11 Stock Market Ignores Qaddafi/Gadafi/Khadaffy/Gadhafi
- 03/02/11 Market Highly Correlated? That Depends.
- 02/23/11 Social Unrest Affecting Global Equities
- 02/16/11 Inflation Not Hyper, Yet
- 02/09/11 Inflation Striking First In Emerging Markets
- 02/02/11 The Recession Is Still Over, At Least Officially
- 01/26/11 Fed: Hold On, We’re Pumping as Fast As We Can
- 01/19/11 Mr. Hu Goes To Washington
- 01/12/11 US Equity Markets Push Ahead
- 01/05/11 Fed Still at Full Throttle
- 12/29/10 Another PIIGS Crisis Unfolds In Europe
- 12/22/10 Taxes Drive Oil Inventory Down
- 12/15/10 Is QE2 Backfiring?
- 12/08/10 Divided Government In Action
- 12/01/10 Fed Lends to Hogs and Cats
- 11/24/10 Profits Over Prosperity
- 11/17/10 China Tries To Prevent Overheating
- 11/10/10 Yes Virginia, Bonds Can Go Down
- 11/03/10 QE2 Reaches Port
- 10/27/10 QE2 May Be Too Small
- 10/13/10 Foreclosures on Hold From Coast to Coast
- 10/06/10 Bond Rally Steepens The Curve
- 09/29/10 Risk in Treasury Bonds Takes Backseat to Demand
- 09/22/10 Bernanke: Inflation Is Our Friend
- 09/15/10 Home Buyers Holding Out For Better Deals
- 09/08/10 Stocks Begin September With Low Volume
- 09/01/10 “Built” Does Not Equal “Sold”
- 08/25/10 Home Sales in the Dumps Again
- 08/18/10 What Are Oil And Bonds Telling Us?
- 08/11/10 Fed Embarks on Rollover Strategy
- 08/04/10 Profits Now, Deflation Later
- 07/28/10 Halfway Through Earnings Season
- 07/21/10 A 2,300 Page “Rough Framework”
- 07/14/10 Stocks Still Look Defensive Despite Rally
- 07/07/10 Did BP Start The Bear Market?
- 06/30/10 Fear Winning Out Over Greed
- 06/23/10 Double Dips Are Usually Only Good for Ice Cream
- 06/16/10 Green Shoots in the Sector Edge
- 06/09/10 Good For Government Motors, Not So Good For American Workers
- 06/02/10 First Gulf Hurricane of Season Expected to be Category 10W-40
- 05/26/10 Dow 10,000 Spans a Third Decade
- 05/19/10 A German Act of Desperation
- 05/12/10 Euro Sends Itself Down the Drain
- 05/05/10 Greek Banks in Flames
- 04/28/10 Efficient Market Hypothesis Takes Another Hit
- 04/21/10 We Just Like Saying “Eyjafjallajokull”
- 04/14/10 Dow Puts 11,000 in Rearview Mirror
- 04/07/10 Is Dow 11,000 Truly Significant?
- 03/31/10 One Quarter Down, 39 To Go
- 03/24/10 Portugal Joins Greece in Europe’s Basement
- 03/17/10 Fed Extends The Extended Period
- 03/10/10 Greek Drama Over, Says Italian
- 03/03/10 Shrugging Off Bad News
- 02/24/10 Consumers Lose Confidence
- 02/17/10 Euros Stalling for Time
- 02/10/10 Greek Tragedy Postponed
- 02/03/10 Flat-Lined U.S. Economy
- 01/27/10 The State of the Union is …
- 01/20/10 Did China Hack Google?
- 01/13/10 What About Two Years Ago?
- 01/06/10 The Golden Seesaw
- 12/30/09 It’s Silly Season for Market Forecasting
- 12/23/09 Don’t Look Now But US Markets Are On Top
- 12/16/09 Ben Bernanke, Cover Boy
- 12/09/09 Your Portfolio May Not Be as Diversified as You Think
- 12/02/09 Window-Dressing is Underway
- 11/25/09 Pristine Balance Sheets for Year-End
- 11/18/09 Dollars Always Come Home
- 11/11/09 Ben and Barack Have Your Back
- 11/04/09 Zero Is No Longer Exceptional
- 10/28/09 Is That All There Is?
- 10/21/09 Earnings Great, Revenues…Not So Much
- 10/14/09 Dow 10,000 for the 26th Time
- 10/07/09 So Much For Seasonality
- 09/30/09 G-20 Enlarges the Discussion
- 09/23/09 A Week of Slogans
- 09/16/09 Dollar in the Dumps
- 09/09/09 The G-20 Has No Money
- 09/02/09 News Flash: China is Volatile
- 08/26/09 You Can Kick Around Ben For a Few More Years
- 08/19/09 A Bear Market in Leadership
- 08/12/09 Financials Have Friends in High Places
- 08/05/09 The Problem With Volume
- 07/29/09 Time for a Nap
- 07/22/09 Bernanke’s Plan, or Lack Thereof
- 07/15/09 Does CIT Deserve a Bailout?
- 07/08/09 Support & Resistance: Not Just For Eggheads Any More
- 07/01/09 Stabilization Yes, Recovery No
- 06/24/09 Looking More Like an L
- 06/17/09 Change, I Mean Reform, Is Coming
- 06/10/09 Summer in Full Swing
- 06/03/09 200-Day Moving Average Watch
- 05/27/09 Barack Obama: T-Bond Salesman-in-Chief
- 05/20/09 Green Shoots or Artificial Turf?
- 05/13/09 Has the Rally Run Out of Steam
- 05/06/09 A Gift for the Banks
- 04/29/09 Creative Accounting for Banks
- 04/22/09 Comfortably Numb
- 04/15/09 Was 1938 Really All That Great?
- 04/08/09 Bank Stress Tests: Abort, Retry, Fail?
- 04/01/09 One Quarter Down, Three To Go
- 03/25/09 Leveraging the FDIC
- 03/18/09 Fed Begins to Monetize debt
- 03/11/09 Don’t Get Your Hopes Up
- 03/04/09 Lines In The Sand Washed Away
- 02/25/09 Equity Stress Test
- 02/18/09 Greenspan Accepts the Inevitable
- 02/11/09 A Dark and Stormy Night
- 02/04/09 Executive Pay Kabuki
- 01/28/09 Dissent at the Fed
- 01/21/09 The Slope of Hope
- 01/14/09 Waiting to See Who Goes First
- 01/07/09 We Got the Santa Claus Rally – Now What?
- 12/30/08 2008: A Year for the Record Books
- 12/23/08 It Can’t Get Any Worse? Don’t Be So Sure.
- 12/17/08 Helicopter Ben is Now B-52 Ben
- 12/10/08 Rally Finds Resistance Again
- 12/03/08 Even the Great Depression Had Tradable Rallies
- 11/26/08 What If Black Friday Isn’t Black?
- 11/19/08 Synchronized Global Recession
- 11/12/08 The $700 Billion Bait & Switch
- 11/05/08 Election Over – Back to Reality
- 10-29-08 The 1% Solution
- 10/22/08 Retesting the Lows
- 10/15/08 Waiting for the Dust to Settle
- 10/08/08 Stocks Enter Death Spiral
- 10/01/08 The Bottom Is Closer Than A Week Ago
- 09/24/08 The Demise of Investment Banking
- 09/17/08 The Impossible is Now Common
- 09/10/08 An Ominous Tone for Rest of 08?
- 09/03/08 Is Consumer Discretionary Strength Real?
- 08/27/08 Are The Dog Days Over?
- 08/20/08 The View Really is Different Down Under
- 08/13/08 Bulls: Not Dead Yet
