We’ve been pounding aplenty herein on the normalness and, frankly, the necessity (this bull market is overdue for a pause/shakeout) of present volatility! So

One might surmise that rising interest rates would be a no-brainer reason to short (sell) housing-related stocks. And this morning’s report on pending home

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