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Now It Gets Interesting

Daily State of the Markets Monday Morning – June 20, 2011 Publishing Note: I will be vacationing in Europe with my wife and daughter for the better part of the next two and one-half weeks. However, given that the time...

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Will They Muck It Up?

Daily State of the Markets Thursday Morning – June 16, 2011 Good Morning. I’ve been working under the assumption that the powers-that-be in Europe (the EU, ECB, the IMF, and the heads of the various PIGI states)...

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Back To Data Dependent

Daily State of the Markets Wednesday Morning – June 15, 2011 Good Morning. Anyone who has ever clicked the buy button or shouted orders into a phone (yea, I’m that old), knows that even during the ugliest of...

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What Comes Next?

Daily State of the Markets Tuesday Morning – June 14, 2011 Good Morning. In listening to and reading various market commentaries from the big press outfits, what strikes me is how absolutely certain they are regarding...

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Doomed To Repeat?

Daily State of the Markets Monday Morning – June 13, 2011 Good Morning. Stocks fell on Friday, making it seven losing sessions out of the last eight and cementing the fact that the sentiment relating to stocks has...

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Did Anything Change?

Daily State of the Markets Friday Morning – June 10, 2011 Good Morning. The popular press was all over the fact that yesterday’s bounce higher in the stock market put an end to the first six-day losing since the...

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No Hint, No Bounce?

Daily State of the Markets Wednesday Morning – June 8, 2011   Good Morning. After four straight down days and a decline that was beginning to scare people, a bounce for the stock market was in order. You know; a...

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Are We Scaring Ourselves?

Daily State of the Markets Tuesday Morning – June 7, 2011 Good Morning. I have long been of the mind that managing money based on a macro view of the world is exceptionally difficult. First and foremost, stocks...

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It’s Only Temporary, Right?

Daily State of the Markets Monday Morning – June 6, 2011 Good Morning. Friday’s Jobs report confirmed that the fears over the current state of the economy may indeed be warranted. As we’ve been reporting,...

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Easily Distracted?

Daily State of the Markets Friday Morning – June 3, 2011 Good Morning. One of the biggest difficulties in providing what I hope will be meaningful market commentary on a day like today is the fact that the session is...

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