| 03/17/10 | COMMODITIES
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| | Tuesday’s FOMC statement did little to stall the bullish momentum the Commodities space has exhibited during the month of March. |
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| 03/16/10 | Spoiled Brats |
| | Here I sit one week removed from the yearly family trip to Disney, utterly missing every minute of the trip. Certainly, my kids miss the trip, in particular the relaxed, no rules environment a vacation week with Dad brings. |
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| 03/14/10 | The Quarter is coming to a close, some thoughts |
| | Wow, basically we have two weeks left in the quarter. From a market action perspective it feels like it is still January 10th. Over the next two weeks I think the market will have support underneath it. |
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| 03/09/10 | One Year Ago |
| | So, here we are, one year removed from one of the greatest generational buying opportunities in the history of our capital markets. |
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| 02/24/10 | 3 Speeds |
| | Back in December, I wrote about the correlation between a “sideways” market and the temptation to alter portfolio strategies. The 2004 and 1994 markets provide templates.
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| 02/16/10 | Under The Radar |
| | Unfortunately most of the “meat" never gets exposed to investors; they just witness “the fat". |
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| 02/07/10 | We have a suspect |
| | One of the more frustrating components of investing is when your investment plan is challenged by an aggressive sell-off in the market. |
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| 01/31/10 | Was it 10 for '10 or 5 for '10? |
| | New decade, new beginning, a global economic recovery reflected in rising capital market prices. |
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| 01/25/10 | One Man's Truck |
| | Everybody knows that Americans love trucks. We buy them in all sizes and even sport them up more after the purchase. At this time last week, not many Americans figured that one man's love of a truck in Massachusetts would initiate a series of political events that ended the week of January 18th with the capital markets in disarray. |
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| 01/18/10 | The Importance of January 21st |
| | On Thursday, January 21st earnings reports will be released for Google, Goldman Sachs, American Express, and Freeport McMoRan.
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| 01/11/10 | Follow the Yellow Brick Road
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| | Friday’s December jobs report provided a much needed reminder that the FOMC will stand by its accommodative policy for an extended period of time. For all the criticism Ben and his boys have taken this week, they have accurately assessed and addressed the stresses in the economy and the capital markets. |
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| 01/07/10 | No Quiet Markets Here |
| | The litany of predictions for 2010 all seemed to suggest tepid performance for the capital markets. I myself have suggested that volatility, as measured by the VIX, will continue its current trend lower. |
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| 01/03/10 | Here we are in 2010 |
| | Here we are in 2010 and, for all those who are preparing for dramatic changes, I posit that the sun still rose in similar fashion to 2009. |
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