The Art & Science Of Investing

In last week’s update I mentioned that within our own shop we often have disagreements about the economy and markets. Based on my email flow, that seems to have surprised and possibly confused some people. So, I want to spend some time this week talking about investing more generally rather than concentrating on the week .. read more

A Closer Look: Market Style

Under uncertain yet seemingly improving economic conditions, the S&P 500 Index((IVV)) has inched its way forward for much of the year, gaining just over 7% during this low-volume, low-volatility period. It remains just below support at the 50-day moving average after bouncing off the 1900 level in the last two weeks. The index is up .. read more

On August 17th, 2014, posted in: Weekly Update by 1 Comment

A Closer Look: Market Cap

The S&P 500 Cap-Weighted Index ((IVV))  has been on a slow, stubborn march forward for much of the year before breaking through the 50-day moving average on its way to support at the 1900 level. The S&P 500 is up 5.71% for the year after making a new all-time high just two weeks ago. Is .. read more

On August 10th, 2014, posted in: Weekly Update by 1 Comment

Contradictions

Stocks managed to finish the week on a positive note after a volatile ride that seemed to be based mostly on the changing geopolitical situation. Stocks fell with the imposition of retaliatory sanctions from Russia and rose as Putin seemed to back off at the end of the week. Thrown into the mix was an .. read more

A Closer Look: Commodities

The GSCI Commodity Index ((GSG)) consists primarily of Energy, but also includes Agriculture, Industrial Metals, Livestock, and Precious Metals as part of its holdings. The index broke out to the downside during the last week, on the back of a stronger US Dollar amid a weakening European economy. It failed a critical test once it .. read more

On August 3rd, 2014, posted in: Weekly Update by 2 Comment

Same Economy, Different Perception

The stock market and the traders who rule it seem to have had a change of heart last week. Stocks were down over 2% with most of that coming Thursday with a 300+ point drop in the Dow Jones Industrial Average. The Dow – and small caps – are now down for the year although .. read more

Jeff Snider On CNBC’s The Santelli Exchange

Our Chief Investment Strategist: Fed And Market Manipulation

On July 30th, 2014, posted in: Weekly Update by 2 Comment

Predicting The Future Is Hard

“Conditions for a hard economic landing — like slack in the labor market and weak balance sheets — are still largely absent.” If the case for U.S. stocks is built on global growth and lower interest rates, other factors, too, suggest that the market is heading higher. For one, Washington is determined to avert a financial .. read more