by Andrew Thrasher Well stocks appear to be ready to see some fresh air as many major indices are testing prior highs or have already broken out. When this ...Read more Comments Off on S&P 500 Trend Remains Positive, Smaller Stocks Have Begun to Lag
by Jesse Felder, The Felder Report The first thing I heard when I got in the business, not from my mentor, was bulls make money, bears make money, ...Read more Comments Off on How To Trade Like Stan Druckenmiller, George Soros, And Jim Rogers
by Joshua Brown, The Reformed Broker I spent a lot of time during 2014 talking about the tragedy of de-diversification among investors. Market participants were asking the question daily: ...Read more Comments Off on The “Impossible Trade” is Working
Weighing the Week Ahead: Help for the Economy from Housing? by Jeff Miller, A Dash of Insight 02/22/15 The economic calendar includes much more housing data than we ...Read more Comments Off on Why Housing Will Drive the Final Leg of the Economic Recovery
by Charles Bilello, Pension Partners The V-shaped bottom regime ended today as the Dow Jones Industrial Average broke below its early January low. This break, with no “new all-time ...Read more Comments Off on Breaking the "V"
by Jesse Felder, The Felder Report …that growth is slowing, the credit cycle could have already peaked and risk appetites are waning. Over the summer I attended a conference ...Read more Comments Off on The Stock Market Is Just Noticing What The Bond Market Has Known For Months
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that we believe in the idea that good markets die on ...Read more Comments Off on Are Macroeconomists Rebuilding a Wall of Worry?
by Cam Hui, Humble Student of the Markets Trend Model signal summary Trend Model signal: Neutral (downgrade) Trading model: Bearish (downgrade) The Trend Model is an asset allocation ...Read more Comments Off on Risks the Market Has Not Yet Discounted
by Ben Carlson, A Wealth of Common Sense Forbes has an excellent profile out on DoubleLine’s Jeffrey Gundlach. The entire piece is worth a read since Gundlach is ...Read more Comments Off on The Secret Sauce of the Investment Business
by Jeff Miller, A Dash of Insight Employment week always generates a strong economic focus. Because it falls on an early calendar day this month, we also have ...Read more Comments Off on What Can We Learn From This Week's Economic Data Deluge?