January 25, 2013 | Morning Briefing |
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
January 24, 2013 | Uncategorized |
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January 18, 2013 | Daily JAM, Videos |
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January 10, 2013 | Daily JAM, Videos |
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January 7, 2013 | Daily JAM, Morning Briefing |
To me this feels like nothing more or less than a required breather after a big run to new highs. For example, on Friday the Standard & Poor’s 500 Stock Index climbed to a five-year high. Today it’s down 0.52% to 1459 as of 2 p.m. New York time. Tokyo’s Nikkei 225 is down 0.83% today—but then the index was up 23.3% from November 14 through January 4.
January 3, 2013 | JCI, Mid Term |
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November 19, 2012 | Daily JAM, Videos |
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October 20, 2012 | Uncategorized |
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October 4, 2012 | Daily JAM, Short Term |
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September 25, 2012 | Daily JAM, Videos |
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September 17, 2012 | Mid Term |
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September 6, 2012 | Videos |
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