Small Reminders of the Age of Turbulence
Friday, stocks had what I'll call a dislocative session, with the S&P 500 doing something it hasn't done since June and has done only...
Select Mining Stocks In Focus: AA, CCJ
Whether the market pulls back, trades sideways, or just keeps trucking higher, the economy is steadily improving. So it's a good time to follow...
Caution: XRT Underperformance Puts Retailers In Focus
There has been an interesting development in the S&P Retail Index (XRT) in recent weeks. Namely, it’s been severely underperforming the S&P 500. This...
All Alone: A Generational Shift In US Diplomacy
In the very early ‘90s, with the fall of the Soviet Empire, US diplomacy edged toward proactive, as the United States became the de...
US Financial Markets: December Caps a Memorable Year
by Greg Naylor   December was an eventful month in the US financial markets. On an economic front, the Fed unexpectedly slowed QE and the...
Caution: Investor Optimism Running High Into 2014
I am at best agnostic about technical analysis. I tend to believe that charts are like footprints: they show where you’ve been, not where...
Twitter Topples In Brief but Classic Blow Off
Twitter slid aggressively today, finishing down more than 9.5 points to close at $63.75, off 13.04% of yesterday's $73.31 close. With today's rout, the...
Small Caps: Telegraphing the Santa Claus Rally
Green Fridays in 2013: it's a very familiar refrain. The S&P 500 (SPX) notched another closing all-time high Friday - closing up 33 of...
U.S. Economy, Equity Markets Turn To Consumer For Clues
by Greg Naylor   November was somewhat uneventful for the U.S. economy, as the S&P 500 continued to drift higher and investors turned their attention...
Why Mortgage Regulations Will Slow Housing Recovery And Hinder Stocks
Mortgage Regulations now being implemented as part of Dodd Frank legislation signed three years ago continue to cripple the mortgage banking industry and have...