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A Different Kind of Decoupling

Daily State of the Markets Tuesday Morning – January 17, 2012 Publishing Note: I am traveling the rest of the week and will publish Daily State reports as time permits. Good Morning. There seems to be some confusion about...

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Is The Game Finally Changing?

Daily State of the Markets Friday Morning – January 13, 2012 Good Morning. With the exception of the very first trading day of the year, each and every session in 2012 has continued to take on an eerily similar pattern. As...

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What Do The Cycles Say?

Daily State of the Markets Thursday Morning – January 12, 2012 Good Morning. Anyone who has read this column for any length of time knows that I don’t believe in making predictions about the stock market. No, I...

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The New Trend in Trends

Daily State of the Markets Wednesday Morning – January 11, 2012 Good Morning. Yesterday’s market headlines from the biggest of the big news websites read: “Stocks Finish at Five Month Highs,”...

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Waiting and Wondering

Daily State of the Markets Tuesday Morning – January 10, 2012 Good Morning. For the fourth consecutive day, stocks followed a nearly identical pattern. In case you don’t pay attention to the tick-by-tick action of...

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In Case This Stuff Still Matters…

Daily State of the Markets Monday Morning – January 9, 2012 Good Morning. All eyes will likely be on the action across the Atlantic again today and likely the rest of the week, month, and perhaps quarter. Lest we forget,...

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One Day At A Time

Daily State of the Markets Thursday Morning – January 5, 2012 Good Morning. I’ll be honest; I was not a happy camper at about 8:30 am mountain time Wednesday morning. Stocks were reacting badly to a renewed stream of...

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Do The Bulls Have a Case?

Daily State of the Markets Wednesday Morning – January 4, 2012 Good Morning. Back before you needed to know the debt-to-GDP ratio and the corresponding level of interest rates in every European country, investors focused...

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The Real Key to 2012 Will Be…

Daily State of the Markets Tuesday Morning – January 3, 2012 Good Morning and welcome back to the game. To say that 2011 was challenging for active managers (especially the second half) is likely the understatement of the...

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