Why The Russell 2000 May Outperform In The Days Ahead
Over the past few days, I've been watching the Russell 2000. And more specifically, the Russell 2000 (RUT) to S&P 500 (SPX) performance ratio....
Breakdown: Why EUR/USD Volatility Is Ready to Resume
Single-day paroxysms brought about by geopolitical unrest and local black swan events aside, stocks continue to calmly shuffle through a dream-like state of imploded...
Will China Be Joining The Great Rotation Anytime Soon?
Russian economist Nikolai Kondratiev identified long-term growth cycles (50+ years) in market economies almost a century ago. And I believe the economic turbulence over...
The Reach For Yield: A Monster of the Fed’s Own Design
"The Committee recognizes that low interest rates may provide incentives for some investors to "reach for yield," and those actions could increase vulnerabilities in...
Is The SPX Up 5 Months In A Row Bearish?
The S&P 500 (SPX) is up an incredible 5 months in a row. That has to be bearish, right? Most would think a market...
Will Small Caps Continue To Weaken?
Understanding where weakness and strength are coming from is often a critical component in analyzing the stock market. Right now it looks like...
Take A Long, Hard Look at the Russell 2000
In the wake of Fed Chairwoman Janet Yellen's allusions during her Senate testimony today to a "reach for yield" and "isolated pockets" of valuations stretched...
Is Investors Intelligence Poll Sounding Contrarian Alarm?
We’ve been seeing some very extreme readings from the Investors Intelligence polls lately and today I want to dig in and see what it...
Large Cap Stocks Redefining “Risk-On” In 2014
Despite a quick wave of uncertainty and renewed European bank fears, U.S. equities continue to show resiliency in the face of selling. Especially large cap...
Why Crude Oil Is Back On Investors’ Radars
The ups and downs of Crude Oil prices can provide a pretty good barometer of what to expect from the general market. Last August, I drew our...
