More on the positive Eurozone setup, courtesy of Bespoke Investment Group: As shown in this chart, the hiring plans for manufacturing companies (a reasonably

I absolutely know that folks are paying unusual attention to their portfolio balances these days. It feels good when stuff’s going up! If you

Our job here at PWA is a fascinating one. World markets are an ever-changing menagerie of the decisions humans make. Over time, patterns develop

Bloomberg’s graph and commentary below (citing the 6x more inflows to European equity funds vs the U.S. this year, and the yet lowest relative

I was recently asked about the disconnect between the economic signaling of the bond market and that of the stock market. That is, interest

It’s a popular notion in some circles that this year’s positive stock market start has a lot to do with our new president. Well,

Here’s an unlabeled 64-year graph that I’d like you to take a look at:    click any insert to enlarge If you had to guess

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

Edwin LeFevre, in his timeless 1923 classic Reminiscences of a Stock Operator (the reputed story of Jesse Livermore, and perhaps the greatest book on

While the factors that underpin the continuing bullish setup for stocks can be debated, the one area where I have found last year’s election