Trend to Nowhere: Thoughts On the Current Market Noise
Last week continued the Great Market Travail of 2014, with price action across major equity indices providing exactly zero clue about the path ahead. ...
Market Recap For April 2014: QE Unwind Edition
by Greg Naylor   April was an uneventful month on the economic front, as the conflict in the Ukraine entered a quiet news zone, the...
Rising Meat Prices Point To Expensive BBQ Season
As Memorial Day approaches, more and more family and friends will get together for backyard parties and BBQs. But with rising meat prices, the...
The Fix Is In: Is Earnings Season Gamified?
With over 90% of the S&P 500 (SPX) reporting through last Friday, Q1 2014 earnings season is effectively over. As Factset reports, of those...
Apple Deal With Beats Gets Mixed Reviews; Cool Factor Weighs
When the Apple deal with Beats started to make its way through the headlines, my first thought was "good fit." Â And although it has...
Snowpocalypse Now: Why Resilient Q2 GDP Estimates May Be Fantasy
In spite (no, actually because of) last week's flatlined +0.1% Q1 Advance GDP Growth reading (published by the BEA here), Goldman Sachs' Kris Dawsey...
May Day S&P 500 Performance Since 1950
It's May Day: half of the Western world is taking a holiday, but markets in the Americas are opening for business.
In contrast to the...
Fed Tapers While GDP Slows: Not So New-sy
On the same day that investors received confirmation that the economy slowed to a crawl (advance Q1 GDP logged in at +0.1), they also...
S&P 500 Weekend Update: Uncertainty Keeps Markets Choppy
As the market chop continues, so does the uncertainty. This isn't necessarily a bad thing (nor a good thing). It just means that market...
2013 Cash Reserves Ranking: Apple, U.S. Corporates Lead Way
Most humans, apart from most teenagers, tend to be naturally averse to risk. We try to avoid situations that are dangerous, embarrassing or in...
