Markets

Oct 24, 2010 at 07:38

It is my belief that the bulk of the market gains seen in this rally are behind us, and there are 3 reasons why I believe this.

Oct 24, 2010 at 07:15

Wall Street seems to have hit bottom nearly a year ago. On the back of an 11th-hour bailout by Main Street, Wall Street is enjoying a rather bountiful and robust…

Oct 24, 2010 at 07:13

Although the current market dialogue between Bulls and Bears is focused on the Inflation vs. Deflation dichotomy, it's possible that a dynamic between Risk vs. Safety is the better framework…

Oct 23, 2010 at 10:23

There was some degradation in the breadth indicators last week which is not surprising considering we have just seen a spectacular 2 month rally. I expect the major averages to…

Oct 22, 2010 at 19:34

With Fed-induced liquidity racing out to play robust inflationary biases overseas, how much monetization will be necessary for the Bernanke Fed to inflate U.S. consumer prices to its desired level?…

Oct 22, 2010 at 17:24

When the euro hit a low of $1.1917 against the US dollar on June 7th, 2010, the airwaves crackled with assertions that the European common currency, beset by Greek debt…

Oct 22, 2010 at 17:04

The full 3rd quarter forensic analysis and valuation update for JP Morgan is now available for all subscribers: JPM 3Q 2010 Forensic Update. The download is a much more detailed…

Oct 22, 2010 at 14:51

Gold dropped too $1,314.5 before recovering to $1.325. It seems that this was due to the G-20 proposals from the U.S. indicating a possible attempt at calming currency markets. This…

Oct 22, 2010 at 14:24

It's five years and $1.7 trillion of Chinese foreign reserves since the People's Bank of China ended its decade-long peg to the Dollar - the one at CNY8.3 which it…

Oct 22, 2010 at 13:08

On a Friday with no economic data, and with one more turn to go before the home stretch to Election 2010 and QE 2010, the markets were predictably quiet. That…