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Daily State of the Markets Tuesday Morning – September 13, 2011 Good morning. For the bears, Monday started off with such promise. In the pre-market, European bourses were down better than -3%, Hong Kong was down...

Daily State of the Markets Monday Morning – September 12, 2011 Good morning. Although the mutual fund managers (aka the long-only crowd) that frequent the airwaves continue to yammer on about the wonderful valuations...

Daily State of the Markets Friday Morning – September 9, 2011 Good morning. From my perch, it seems that there are two key assumptions being made by the bull camp at the present time. First, the glass-is-half-full...

Daily State of the Markets Thursday Morning – September 8, 2011 Good morning. Sometimes it’s what isn’t said that really matters. For example, while there was an abundance of seemingly important headlines...

Daily State of the Markets Wednesday Morning – September 7, 2011 Good morning. One of my absolute favorite Wall Street-isms is “Something that everyone knows isn’t worth knowing.” The idea here is...

Daily State of the Markets Friday Morning – September 2, 2011 Good morning. Ask yourself the following question: What is the worst macroeconomic environment for stock market investors? Yep, that’s right; an...

Daily State of the Markets Thursday Morning – September 1, 2011 Good morning. Although the volume has been uninspired of late, the technicians tell us that stocks have broken out of a double-bottom formation over the...

Daily State of the Markets Wednesday Morning – August 31, 2011 Good morning. Right around this time last year, top hedge fund manager David Tepper told the CNBC audience “everything is a buy.”...

Daily State of the Markets Thursday Morning – August 25, 2011 Publishing Note: I am traveling Friday-Tuesday (my youngest is heading off to college). Daily State of the Markets reports will be published as time...

Daily State of the Markets Wednesday Morning – August 24, 2011 Good morning. For about half of Tuesday’s session, I found myself wondering why on earth stocks were going up. After all, almost all news has been...