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Daily State of the Markets Tuesday Morning – August 23, 2011 Good morning. About the only positive one can take away from the current stock market environment is that we’ve seen this play before. And assuming...

Daily State of the Markets Monday Morning – August 22, 2011 Good morning. Investor sentiment is certainly interesting these days. On one hand, you’ve got the glass-is-half-empty crowd telling us that the sky is...

Daily State of the Markets Thursday Morning – August 18, 2011 Good morning. During the height of the recent summer swoon, there were lots of reasons to buy – for a trade, anyway. For starters, with the market...

Daily State of the Markets Wednesday Morning – August 17, 2011 Good morning. Whenever the market makes a big move that is followed by an enthusiastic move in the opposite direction, the key question to ask is, which...

Daily State of the Markets Tuesday Morning – August 16, 2011 Good morning. It’s always fun to watch the moods of commentators shift in the wind with whatever the market is doing at the time. In short, during a...

Daily State of the Markets Monday Morning – August 15, 2011 Good morning. I know that I have mentioned this before, but I believe one of my favorite Wall Street-isms nicely sums up the current stock market...

Daily State of the Markets Friday Morning – August 12, 2011 Good morning. To review, the primary purpose of our Daily State of the Markets report is to identify the drivers of the market action on a daily basis. As...

Good morning. During the credit crisis of 2008-09, the problem wasn’t about earnings, the economy, or even about banks having enough cash on hand. No, it was about financial accounting. The key to the entire disaster,...

Daily State of the Markets Wednesday Morning – August 10, 2011 Good morning. Traders came into Tuesday hoping that Bernanke & Co. would save the day again with some hint that another round of stimulus was...

Daily State of the Markets Tuesday Morning – August 9, 2011 Good morning. I got a call from a long-time client on Friday. I hadn’t spoken to Bob for perhaps a year but since we have a history, he didn’t...