investing

Despite the small pullback in equities today the momentum is higher on the US stock market, golden cross and all. Below is a chart that Andy Lees of UBS put up in his morning note today. It shows that we are now back above "the Lehmans…

A well-regarded US-based equity analyst had this to say about the preceding chart: Here’s a surprising tidbit: if the S&P 500 Index were to finish lower today, it would mark the 10th negative performance in the last 16 sessions.…

Jim Bianco was on Bloomberg TV on "Taking Stock" talking about the US dollar. Bianco also discussed Federal Reserve monetary policy, US stocks and corporate earnings.  Bianco makes a few points on monetary policy that I made,…

I have just been listening to Ben Davies' podcast (see also FT Alphaville here) from Hinde Capital about the funding issues of the Japanese government and the points he makes are important. I have used the metaphor of Japan as a bumblebee…

In David Rosenberg's latest daily market commentary, he showed some concern about the rally in gold and suggested near-tern caution. Rosenberg writes: I LOVE GOLD, BUT.... ....The recent surge is the same chart as in March 2008,…

Gross says that Pimco is looking to high growth economies for both bond and equity plays. The key for them is not to play the liquidity seeking return trade (like 100-year Mexican paper). Rather they want to find low volatility, high return…

David Tice, chief portfolio strategist for bear markets at Federated Investors, talks to Bloomberg about the outlook for the U.S. economy and stock market.  He is expecting to see signs of a `Double Dip' Recession.  He also…

By Annaly Capital Management A common phrase often overheard on your favorite financial news channels goes something like this: “Stocks are cheap relative to bonds.” After all, the dividend yield on the Dow Jones Industrial Average is now…

by Niels Jensen “There are those who don’t know and those who don’t know they don’t know.” -John Kenneth Galbraith On 1st January 2013, a new directive regulating insurance companies which conduct business within the EU will come…

by Comstock Partners The stock market rally is on shaky ground and severely overextended. It is being propelled by a combination of momentum-oriented trading strategies and dubious fundamental assumptions. The traders have no real…