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Headwinds Or Just Wind?

Daily State of the Markets Tuesday Morning – February 15, 2011 Publishing Note: I am attending a conference Wednesday and Thursday with very early meeting times and as such, I am unlikely to have time to publish the...

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Game Back On?

Daily State of the Markets Monday Morning – February 14, 2011 Instead of a clichéd play on Valentine’s Day, this morning’s theme is based the literary genius of Wayne’s World. In what could...

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Not Good Enough

Daily State of the Markets Friday Morning – February 11, 2011 Anyone who has been around this game a while (which we will define today as since the tech bubble began) is likely familiar with Mr. John Chambers and that...

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What’s It Gonna Take?

Daily State of the Markets Wednesday Morning – February 9, 2011 Well, it’s official. The angst in the bear camp has become palpable. While I prefer to be an agnostic when it comes to taking sides in the market,...

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The Trade – 2011

Daily State of the Markets Tuesday Morning – February 8, 2011 Stocks moved to a fresh set of new highs for the current bull market cycle on Monday, leaving little doubt in the minds of investors that after a brief...

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Irrelevant?

Daily State of the Markets Monday Morning – February 7, 2011 Until Friday, the BLS’ monthly report on Nonfarm Payrolls was considered the Big Kahuna of economic data. This was the report that set the tone for...

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Resolution?

Daily State of the Markets Friday Morning – February 4, 2011 One of the toughest things to do in this business is to try and identify what is causing the market to do whatever it is that it happens to be doing at the...

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Nobody Home?

Daily State of the Markets Thursday Morning – February 3, 2011 After three days of excitement, things appeared to calm down a bit at the corner of Broad and Wall yesterday. And while there was some intraday volatility...

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No News Is Good News, For Now

Daily State of the Markets Tuesday Morning – February 1, 2011   Sometimes no news is good news and from our perspective, such was the case on Monday. Sellers who had fled the market en masse on Friday for fear of...

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