Jamie Hyndman: “War of the Worlds”
by Jamie Hyndman, Mawer Investment Management In 1938, at 8:00pm EST on October 30th, Martians attacked Earth. It happened at the Wilmuth farm in Grover’s Mill, New Jersey. Well, it sort of happened....
View ArticleComparing Bull Market Gains – This Bull Is Tired & Old!
by Short Side of Long [Update] I have updated the post below as there were two typing mistakes in my original data, which skewed the graph slightly. Both the post content and the charts below have now...
View ArticleHedgers are Getting Long 10-year U.S. Treasury Futures
by Charts, Etc. Blog A few months ago, I discussed the relationship between the 10-year UST yield and equities (S&P 500). In short, the two have been highly correlated over the last several years....
View ArticleJeffrey Gundlach Goes Full Contrarian
Business Insider writes: Jeffrey Gundlach has basically gone full contrarian for 2014. In a webcast earlier today, the bond fund veteran expressed views that are effectively the opposite of what the...
View ArticleTracking “Bubble Finance” Risks In A Single Chart
Submitted by F.F.Wiley of Cyniconomics blog, In his 712-page tour de force, The Great Deformation, David Stockman dissects America’s descent into the present era of “bubble finance.” He describes the...
View ArticleTechnical Take: TSX Holding Above 13,450 Range Would be Very Bullish
by Ryan Lewenza, North American Equity Strategist, TD Wealth Highlights Despite the recent weakness in the Canadian equity market, the technical profile of the S&P/TSX Composite Index (S&P/TSX)...
View ArticleWhy We Get Used to Volatility Regimes
by Tom Brakke, Research Puzzle So we started the year with a little bit of a kerfuffle. It was not a “wipeout” as one Bloomberg headline proclaimed. (This is a wipeout.) It was barely even...
View ArticleExpect More Volatility
by Cam Hui, Humble Student of the Markets As the equity markets rallied on Thursday and Friday, I saw a number of analysts and commentators starting to jump on the bulls’ bandwagon as they asked the...
View ArticlePeter Tenebrarum: The Cash On The Sidelines Myth Lives On
by Pater Tenebrarum of Acting Man blog, It’s Not a Bullish Argument – It Isn’t an Argument at All JP Morgan stock market strategist Tom Lee is frequently interviewed by the mainstream financial media...
View ArticleCosts Matter, But Behavior Matters More
by A Wealth of Common Sense “Scale coupled with automation can basically bring costs down to zero.” – Herbert Moore Two articles grabbed my attention this week that highlight the fact that things...
View ArticleFive Tips on the Often Fruitless Pursuit of Alpha
by Salil Mehta, Statistical Ideas Humans have been repeating this inefficient ritual for over 700 years, with the first known origins then in Europe. There sprung lenders and insurers who assessed the...
View ArticleLongest and Strongest Bull Markets
by Bespoke Investment Group The S&P 500 is currently trading above 1,850 and is now on pace to close at a new bull market high for the first time since mid-January. With that in mind, the tables...
View ArticleCultural Signs We Are in a Raging Bull Market
Everything is Awesome! by Joshua Brown, The Reformed Broker You know what the twentysomethings in Manhattan are into these days? Drunk Brunch. True story. They go out on Saturday night to pre-game for...
View ArticleWhat Does ‘Reduce Risk’ Mean To You? (Jesse Felder)
by Jesse Felder, The Felder Report There will be an agreement in whatever variety of actions, so they be each honest and natural in their hour. For of one will, the actions will be harmonious, however...
View ArticleRyan Lewenza: Technical Take (March 3, 2014)
Attached is the latest edition of The Technical Take, prepared by Ryan Lewenza, North American Equity Analyst, TD Wealth. Highlights of today’s report include: · The technical evidence is mounting for...
View ArticleLongest and Strongest Bull Markets – Updated
by Bespoke Investment Group The S&P 500 is currently trading right around 1,875 and is now on pace to close at a new bull market high once again after Monday’s Ukraine sell-off. With that in mind,...
View ArticleJeffrey Saut: “Changes in Latitudes, Changes in Attitudes…”
“Changes in Latitudes, Changes in Attitudes…” by Jeffrey Saut, Chief Investment Strategist, Raymond James March 10, 2014 These changes in latitudes, changes in attitudes, Nothing remains quite the...
View Article10 Warnings Signs Of Stock Market Exuberance
by Lance Roberts of STA Wealth Management, Imagine that you are speeding down one of those long and lonesome stretches of highway that seems to fall off the edge of the horizon. As the painted white...
View ArticleBearish Divergence Still in Play
by Short Side of Long Chart 1: Momentum is losing steam despite market making new highs Source: Short Side of Long If you have been follow this blog, chances are you’ve seen these charts before....
View ArticleCANADIAN NATIONAL RAILWAY CO (CNR.TO) TSX – Mar 18, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming and underperforming stocks from our marquee equity reports; the...
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