How near is the next bust?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Is there a dip in our (near-term) future?
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
Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...A small-ball strategy for the uncharted territory that is 2013
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...10 stocks for a potential correction–revised for a new market
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Retracement, correction or panicky plunge: First thoughts on today’s falling markets
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.
An all time high for U.S. stocks? Why should we care?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...In this market everything is correlated
If I’m right, and global markets are rallying on cash flows (and hopes of future cash flows) into financial assets from global central banks, then we should be seeing a growing correlation among sectors that in markets that are moving on things like earnings or inflation or interest rates don’t move closely together. And that is exactly what we’re seeing the U.S. market
