Markets

What Bob Farrell’s 10 Market Rules Would Look Like In Charts Today

As the markets once again approach historic highs—the overly exuberant tone, extreme complacency and weakness in the economic data, bring to mind Bob Farrell’s 10 investment rules.  These rules should be a staple for any long term successful investor.  These rules are often quoted yet rarely heeded—just as they are […]
What Bob Farrell’s 10 Market Rules Would Look Like In Charts Today
Markets

This Is Not The Beginning Of A New Secular Bull Market

There have been several articles as of late discussing that the next great secular bull market has arrived.  Historically, secular bear markets have averaged about 14 years, and considering that we began writing about the current secular bear market cycle in early 2000, that would put the current cycle about […]
This Is Not The Beginning Of A New Secular Bull Market
Markets

The ‘Help Wanted’ Index Is Sending A Cautionary Signal

The Conference Board publishes a monthly “help wanted” index which tracks the number of Total Online Help Wanted Ads and the Number of New Ads.  The data for this series currently goes back to 2005 after revisions to the index were made.  (The original data series which tracked “help wanted ads” in […]
The ‘Help Wanted’ Index Is Sending A Cautionary Signal
Markets

Ben Bernanke’s Fingerprint Is Clearly Present In The Current Rally

For the last four years the Federal Reserve has been actively engaged in supporting the stock market by suppressing interest rates to historically low levels, and injecting liquidity into the financial system, through a variety of different programs.  The most notable, and widely discussed, of these programs has been the […]
Ben Bernanke’s Fingerprint Is Clearly Present In The Current Rally
Markets

The Philly Fed Revised All Of Its 2012 Manufacturing Survey Data Today

Here is the problem with all economic analysis – data revisions.  Each month economists, analysts and the media work off reported numbers to make assumptions about the economy.  However, the problem is that most of the assumptions made generally wind up being wrong when the data is revised.   This […]
The Philly Fed Revised All Of Its 2012 Manufacturing Survey Data Today
Markets

3 Bullish And 3 Bearish Points To Consider For 2013

In money management long term success lies not in garnering short term returns but avoiding the pitfalls that lead to large losses of invested capital.  While it is not popular in the media to point out the headwinds that face investors in the months ahead – it is also naive […]
3 Bullish And 3 Bearish Points To Consider For 2013
Markets

What’s Really Driving The Housing Recovery?

As of late there has been a flood of commentary written about the housing recovery pointing to the bottom in housing and how the revival in housing will drive economic growth in the years ahead.  Just recently USA Today wrote: 
What’s Really Driving The Housing Recovery?
Markets

All Of The Signs Suggest Recent Jobs Gains Will Be Revised

The conservative media, and blogosphere, has been awash in claims that the latest employment data has been manipulated to support the election efforts of the current Administration.  Normally, I dismiss such claims out of hand, however, during the writing of this past weekend’s missive “Employment – The Good, Bad and […]
All Of The Signs Suggest Recent Jobs Gains Will Be Revised
Markets

Obama AND Romney Are Offering Flawed Plans To Save The Economy

What is really causing the economic malaise that the U.S. faces today?  Most economists believe that it is the lack of aggregate demand that is causing the problem which can be rectified by continued deficit spending.  The current Administration believes that it is simply the lack of the “rich”  not paying […]
Obama AND Romney Are Offering Flawed Plans To Save The Economy
Markets

The Latest Exports Data Is Troubling

Over the past several months we have been discussing that this is no longer your “father’s economy.”  What we have meant by this is the economic environment today is vastly different than that which most of our parents grew up in.  We recently discussed in “Debt: Driving Our Economy Since 1980” that: “From the 1950’s […]
The Latest Exports Data Is Troubling
Markets

How The Government Spends Your Tax Dollars [CHART]

The Presidential debate on foreign policy recently discussed much about the tax dollars spent on defence. The question of how much to spend on the defence of the United States is always a huge debate. Democrats tend to lean to the side of “Peace Through Diplomacy” and believe that too […]
How The Government Spends Your Tax Dollars [CHART]
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