Archive for March, 2012

  • Decision Time For The US Dollar
    Posted by on March 31st, 2012 at 8:14 pm, Comments: 0

    Share on StockTwits We’ve seen a decent disconnect between the dollar and the US Stock Market. Traditionally (at least in the last 3-4 years), the […]

  • At The Crossroads…
    Posted by on March 28th, 2012 at 10:10 pm, Comments: 0

    Earlier this month we saw bond yields “spike”. However, they have recovered fairly nicely. But bonds are about to hit a crossroads.

  • What’s the Best Corporate Tax rate?
    Posted by on March 27th, 2012 at 7:57 pm, Comments: 0

    Below is my proposal on Corporate Taxation. My proposal takes a unique behavioral approach that does not favor either the left or right.

  • Commodities Not Showing Any Inflation
    Posted by on March 25th, 2012 at 9:26 pm, Comments: 0

    I have noticed a certain amount of commodities have done nothing for most of 2012. A lot of commodities have just flatlined while some are actually hitting new lows.  This has to be a big precursor for global growth.

  • The Next “Buy The Dip” Opportunity Is Almost Here
    Posted by on March 22nd, 2012 at 10:07 pm, Comments: 0

    We’ve broken to new post-financial crisis highs but you didn’t chase the market up here. You are waiting for a dip to buy, just like the rest of the world.

  • Time To Sell Apple?
    Posted by on March 19th, 2012 at 5:04 pm, Comments: 0

    Apple has had an amazing run. However, the run is getting very extended. It’s hard to call a top for any stock, let alone the most successful company of all-time. However…

  • Some Perspective…
    Posted by on March 19th, 2012 at 2:03 am, Comments: 0

    There has been a lot of talk about the “spike” in bond yields over the past week…

  • The “QE is off” Trade
    Posted by on March 14th, 2012 at 11:11 pm, Comments: 0

    Over the past 2 days, we saw what I call the “QE is Off” trade. What does that mean?

  • Two Growing Trends In The US Economy
    Posted by on March 13th, 2012 at 11:35 pm, Comments: 0

    People are changing their ways and habits. There is a structural shift going on. People are finding ways to save money and be more efficient.

  • Another 2010 Similarity
    Posted by on March 12th, 2012 at 10:53 pm, Comments: 0

    I’ve blogged about in the past how the market (post-Debt-ceiling “Crisis”) has been playing out very similarly to the market of 2010-2011. Well, over the weekend I noticed something new that reminded me of the 2010-2011 rally as well.