Chart.
$SPY
How Was Your Sucktember?
A tough month for stocks, pretty much in-line with what I had expected.
Notes from the DoubleLine Lunch with Jeffrey Gundlach
“I’m not a policy maker, I am a steward of other people’s capital and I’m here to outperform.”
Q3 Earnings Estimates Coming Down
Analysts have been slashing their Q3 2011 growth forecasts all quarter long – have they cut them enough?
Investors Plow into the Permanent Portfolio
Now, 10 years later, the fund is beating all rivals and assets have surged to $15.6 billion
ETFs and Stock Correlation, Part 458
S&P 500 stock correlations are at an even higher level than in 2008. Short-term this is because of panicking, but longer term…
Gold: Sentiment and Technicals Roundup
For what it’s worth, the crowd sees no limit to high gold can go.
The New Highs and Lows Trampoline
Chart.
Surveying the Wreckage Before the Bounce
Markets could bounce today…given the damage done we shouldn’t be surprised.
Barry Knapp on S&P Earnings in a Recession
When I hear people deny that contraction is possible, one part of me want to shake them by the shoulders and remind them that not every recession is an “endgame”…
