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My Fingers Are Crossed

Daily State of the Markets Tuesday, January 29, 2013 Good morning. Long-time readers of my oftentimes meandering morning market missive know that I consider myself a “market environmentalist.” By this I mean that I...

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The Correction Is Coming, Right?

Daily State of the Markets Friday, January 25, 2013 Good morning. Although there was a lot of carnage to be found in the stock market on Thursday if you owned anything remotely related to Apple, and the bears did do their...

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What’s Your Frame of Reference?

Daily State of the Markets Thursday, January 24, 2013 Good morning. To the bears or any of the “fast money” types who believe that stocks simply cannot go any higher in the near term because the indices are...

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What’s The Next Big Worry?

Daily State of the Markets Tuesday, January 22, 2013 Good morning. At this time last year, the bears were feeling pretty good about themselves. Although stocks were actually rising, our furry friends were fairly confident that...

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Since We’re Still Waiting…

Daily State of the Markets Wednesday, January 16, 2013 Good morning. Since the S&P 500 has managed to close at almost the exact same spot for the last four days running, I think it is safe to say that the thesis presented in...

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Waiting On The Next Theme To Develop

Daily State of the Markets Tuesday, January 15, 2013 Good morning. With the S&P 500 up more than 3% year-to-date as of yesterday’s close, it is easy to get a little complacent about the year. After all, the first five...

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In Search Of A One-Armed Analyst

Daily State of the Markets Monday, January 14, 2013 Good morning. A great many investors commit their capital to the markets according to their macro view of the world. Some focus on the U.S. and/or global economy. Some look at...

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