In October, I was calling for a major low and a S&P 500 rally to the 4300+ region. At the time, most of the market was expecting much lower, mostly based upon the worse-than-expected CPI report...
If I had to distill the stock market down to two primary words, I would likely choose “emotion” and “risk.”
Whenever you approach the market, one of the main factors which should drive any decision...
As one who tracks market sentiment, it still amazes me to watch it develop in real-time. And we see it quite well in the analyst community as well.
Let me give you an example. Many analysts have been...
If you look at all the articles published and all the discussions had about the market, you would see one underlying similarity: Each and everyone debates what will occur after the next piece of...
Approximately 12 years ago, I wrote my first public market prognostication and it was focused on gold. At the time, gold was enjoying a parabolic rally, and the discussion amongst the general public...
George Santayana once wisely noted that "those who do not remember the past are condemned to repeat it."
Throughout market history, market historians had many instances from which lessons in hubris...
If I told you that I received the GDP report the day before it was announced, and it showed that GDP came in almost half of the general expectations, 99% of those I would tell would automatically...
One of the most common perspectives that I have seen in the market through my investing career is the old adage that is often repeated by Larry Kudlow:
“Earnings are the mother’s milk of...
If you have been reading my public articles on the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) over the last half a year, then you would know of my expectation to see the bond market rally into...
For those who may not remember the action we experienced in the metals market back in the summer of 2011, the market was going parabolic at the time, with some days seeing $50 increases. And the only...