Category Archives: 2011

The Ride of Your Life

-Europe seconds that emotion 3 things to watch right now: 1. Europe situation resolved (for now) – investors will smile all the way to the bank 2. Stocks set to rally on what’s important – earnings and better than expected … Continue reading

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Plop Plop Fizz Fizz, Oh What A Relief It Is

-Earnings and cycles spell rally! Stocks set to rally for 4 reasons: Positive earnings surprises Presidential and 4th quarter cycles Current market action is bullish Market sentiment screams buy   Things are finally in our favor. Recent stock market action … Continue reading

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The Futures So Bright, I Gotta Wear Shades

-Q4 could surprise on the upside I don’t need to tell you it’s tough out there. We’re coming off one of the worst periods in history for the market with stocks down over 14% for the quarter and over 7% … Continue reading

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It’s Not All Bad Out There

-Bad feelings may bring good tidings Investor sentiment about economy and the market is eerily reminiscent of those evil days of 2008. Even Johnny Carson’s Carnac the Magnificent would be having trouble reading this economy. No one feels good about … Continue reading

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The Fed Wimps Out

-Market’s react to less than inspiring policy move I had the honor of appearing as the primary market analyst on Fox Business to decipher Bernanke’s decision while it was being announced. In lieu of a longer newsletter, please check out the video … Continue reading

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Come on Baby, Let’s do the Twist

-Next Fed meeting will bring back the 60’s Buzz Lightyear Bernanke and the Federal Reserve meet again next week to try to figure out exactly what the hell to do. I throw in the “H” word very simply because they … Continue reading

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It’s Party Time For Investors

-With more stimulus on the way, it’s time for the after-party If anyone was still wondering whether additional stimulus would help the stock market, the action of the last two days answers the question. The Minutes of the Federal Reserve’s … Continue reading

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Bird, Plane… or Superman!

-Can Bernanke save the world again? The investment climate is incredibly simple at the moment. It’s not earnings, inflation or economic data investors are looking at right now. It’s words they are waiting for. At the moment, all eyes are … Continue reading

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Danger Will Robinson, Danger!

-Earnings season ending, risk season begins Since the recovery began, I have recognized a trend in the stock market where the market rises during earnings season, which have been stellar, and falls once it’s over. The concept is that earnings … Continue reading

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The Shot Heard Round The World!

-What the Downgrade Really Means and What to Do About It As I expected, the U.S. downgrade by S&P was going to be a lot worse for the stock market than for treasuries. This came as a major surprise for

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