Financial Market Overview: Is Banco Espirito Santo A Canary In The Coal Mine?
We saw the U.S. equity markets retreat from their all-time highs (except the Nasdaq Composite which still has yet to break it’s 2000 all-time high!)....
Asset Managers Hint At Return Of Retail Investors
Last month I proposed the hypothesis that behind the divergent signals we’ve been seeing in the market are retail investors (small business owners and middle...
Stocks Shake Off Losses But Risk Aversion On Watch
As U.S. equities prepared for a gap down at the open, investors were greeted with an assortment of headlines blaming anything from worries about weak earnings to...
Biotech Takes Ill In Worst Selloff Since April
In the category of market defeat snatched from the jaws of victory, the super-heated Biotech industry is showing early signs of relapsing into the...
Risk Off? Stocks, FX Carry Falter As USTs, Gold Find Bid
Following broadly-shared but contained losses across Asian bourses overnight, major asset classes assumed a cautious tone after European market centers opened earlier this morning,...
The Week Ahead: Market Recap And Overview
Last week the payroll number came in higher than expected and the S&P 500 and the Dow Jones Industrial Average set new all-time highs....
Investor Questions: Trying To Solve The 2014 Financial Market Riddle
Entering 2014’s second half, a number of investor questions and random thoughts are swirling around in my head. In an effort to put together...
Could Q1’s Terrible GDP Actually Mean More Upside For Stocks?
Following last week's Final Q1 2014 GDP Print at a staggering - but by many accounts, transitory - -2.96%, the gentlemen at J. Lyons Fund...
U.S. Dollar Under Pressure: Geopolitics Loom Large
While America sleeps, we continue to lose financial ground to those determined to unseat the monopoly of the U.S. currency.
Take for example The People’s...
Are U.S. GDP Growth Estimates Still Too High?
Christine Lagarde, Managing Director of the International Monetary Fund (IMF), made headlines recently by joining the chorus of analysts that have reduced the rosy...
