Day’s like yesterday (Dow down 399) and today (Dow down 382) almost demand that we say something here on the blog (not that it

From this week’s message: (be sure to read the whole thing) Back to the present: I just took a break from typing and saw the

Regular readers know that we remain constructive on global equity markets going forward. In fact, “constructive”, frankly — based on the weight of both

To put it bluntly, U.S. companies are doing exceptionally well at the moment.  The following charts and commentary from Bespoke Investment Group tell the

Just a couple quick thoughts to help you put today’s action — the Dow first rallying 300, then declining 460 presumably in response to

Our job, as we see it, as portfolio managers is to make sure that each client’s portfolio is properly aligned with present general conditions.

If you really think the current, or previous (if it’s indeed over, which I dunno) correction is/was scary, horrific, terrifying or just plain bad,

This morning’s economic releases happen to jibe with what we’ve been reporting herein; that is, an improving economy with an attendant pick up in

The National Association of Home Builder monthly sentiment index (January’s results just released) — one of the 79 inputs to our macro model —

Circa 1923, the otherwise media-aloof Jesse Livermore confided in journalist Edwin Lefevre and gave the world what became in my view history’s greatest written work