May 24, 2013 | Daily JAM, Morning Briefing |
I know everyone would like to make sense of global stock markets today—but the upcoming three-day weekend in the United States makes that really, really difficult. I’m not sure that any news or any news interpretation carries much weight today against the desire of Wall Street professionals to reduce the chance of anything blowing upon them while the markets are closed.
May 23, 2013 | Daily JAM, Morning Briefing |
The phrase “Too far, too fast” comes to mind. To me this looks like profit taking on a huge run up in global markets. So far, no more and no less even in Japan.
May 18, 2013 | Uncategorized |
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May 13, 2013 | Long Term, You Might Have Missed |
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May 10, 2013 | Daily JAM, Morning Briefing |
You don’t have to think this rally is about to crash—and I don’t–to think about the timing of the next pull back, dip, stumble, or whatever. I don’t think any pullback will be long or deep. But still a 3% to 7% retreat would be worse than that for the most vulnerable (read overpriced) stocks so you might want to have some idea when it’s coming
May 4, 2013 | Uncategorized |
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April 29, 2013 | Daily JAM, Mid Term |
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April 22, 2013 | Mid Term |
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April 15, 2013 | Daily JAM, Morning Briefing, Short Term |
Today we’ve got either a standard retracement of the April rally, a sell off in growth-related stocks on a disappointing report on first quarter GDP out of China, or a panicky plunge in oil, industrial materials, silver and gold. It’s certainly a down market today but the nature of the “down-ness” depends on how your portfolio is positioned.
March 11, 2013 | Short Term |
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February 3, 2013 | Uncategorized |
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January 26, 2013 | Uncategorized |
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