The markets have started the year in full sell mode. Today, the equity markets will continue their slide. The weakness in...
Looking at 2016
Dec 24, 2015 12:05:04 PM
Happy Holidays… and Happy New Year! We have not written in several weeks as there has not been much to say. So lets talk...
From Capitulation to Complacency
Nov 9, 2015 1:59:12 PM
Our August 24th blog entitled “Capitulation” told a tale of how scared investors became on that day. The market traded right...
Where are we now?
Oct 19, 2015 11:11:39 AM
We are still constructive on the US equity markets at this time, but the recent run up has put equity valuations back into a...
Headline Risk
Sep 22, 2015 10:54:44 AM
On Friday, the technical break to the downside, below 1972, was worrisome. The next resistance level is 1925. Today the...
Valuation Reset
Sep 8, 2015 4:28:03 PM
As a follow-up to our August 21st and 24th blogs, we believe the markets have properly reset the valuation levels. The...
