How much weight should we put on some recent breadth divergences? (Trader’s Narrative also Tech Ticker)
Doug Kass is bearish. Is this fodder for another leg up? (TheStreet, Wall St....
What a record number of stocks are stretched far above their 200 day moving averages might mean for the rally. (Quantifiable Edges also Kirk Report)
“The Nasdaq’s gain of 33.25% year ...
“Much of options trading involves an ability the look at a trading screen itself and simply develop a sense of whether there’s a trade opportunity or not.” (Daily Options Report,...
Jason Zweig, “As an investor, you are free to choose your own time horizon. If other people want to try earning a few fractions of a penny a few thousand times a day, you should wish them well &...
The return of risk-taking and end of the easy money trade. (Barron’s earlier Abnormal Returns, ibid)
An updated look at the bull market’s pullbacks. (VIX and More)
Checking in on...
America’s biggest companies are “hoarding” cash at a record rate. (WSJ also DailyFinance)
Asset class performance has once again begun to diverge. (The Capital Spectator)
On th...
“It seems counter-intuitive, but despite the weak fundamentals of the underlying economy, the liquidity outlook continues to favor the risk trade.” (The Pragmatic Capitalist)
Another ...
Paul J. Lim, “By almost every measure, stocks are far cheaper at Dow 10,000 today than at Dow 10,000 in March 1999.” (NYTimes also Big Picture)
Investor sentiment at week end. (Th...
The best of the bull market may already be behind us. (Barron’s)
The performance gap YTD between large caps and small caps has evaporated. (MarketBeat)
Four key sectors that are strugg...
Don’t fool yourself thinking that a change in management will rescue a bad business. (WSJ)
Has John Paulson taken his foot off the gas? (Clusterstock)
Expect more stories of woe from h...
