Stocks are staging a bit of a comeback this morning that might (big “might”) actually stick for a day or two. Regular readers know

Two things about today’s rally in stocks: 1. Portfolio Rebalancing (as we discussed earlier today). 2. This (the first 10 words, that is) —

My reply to an emailed question this morning states our current view in a nutshell.  My friend inquired as to when I thought this

The following CNBC headline is all you need to know about this morning’s selloff.  The market tanked instantly (giving up a 280-point Dow rally)

Bloomberg Market’s Kyoungwha Kim’s view of present market and economic conditions is right in line with our present assessment.  “Reported earnings are still strong, but sentiment

Here’s our forward (12-month estimated) price-earnings chart as of October 1st: 20+ is red (getting up there relative to projected earnings) 17-19.99 is yellow

What volume said about today’s action, and some commentary on underlying conditions. Once playing, click the icon in the lower right corner for full

Had a nice email conversation with a dear old friend yesterday. One of the questions he asked me was if, in light of the

Here’s from our September 29 blog post: “The next few weeks (leading into mid-term elections), are, at best, likely to see a notable pickup in volatility.

This morning selloff is of course no surprise, and, thus, no worry to regular readers/viewers. But, just in case, here’s a brief reminder: Once