The scoreboard so far…

The first half of 2013 is officially in the bag (I have no idea how this is possible, I feel it it was just New Year’s Eve…) and the investment market scoreboard is in stone. Here’s Matt Boesler’s chart from Business Insider: Most of it was hard to see coming but the US and Japanese…

BAML: Breadth Still Healthy

Bank of America Merrill Lynch’s Stephen Suttmeier’s latest full-market technical overview is out and he remains constructive on the bigger trend still in-force going back to the 2009 low. The technical damage done in the equity markets has not changed much for the big picture and the repair of last week has gone a long…

Jeremy Siegel on The New Economy….of 1950!

The more you study history, the more you realize that we are endlessly repeating the same cycle dynamics again and again – with only the characters and scenery changing. Since the end of World War II, America has been obsessed with the future – look no further than Disney’s Tomorrowland theme park or the explosion…

“one hell of a wake up call, but it’s not the real thing”

The market is still digesting the once-in-a-generation move in bond yields we’ve seen this spring. Consider the below anecdote from the latest weekend notes by Eric Peters – Josh *** Anecdote: “It’s a wake up call,” he said, calm, relaxed, alert. “A fire drill,” continued the market’s top volatility trader. You see, all this tapering talk…

“nothing to stop them from overthrowing everything”

Have the two main political parties in America essentially agreed to a puppet show of sorts – in which there is disagreement in the eyes of the public but complete harmony behind the scenes as far as holding on to power? What becomes of a society once her opposing factions have decided that maintaining control…