Tiny Bubbles

Posted on Sunday, March 23rd, 2014

The market may not be in a bubble but there have been pockets of such. The Biotech sector, 3D printing stocks and battery power stocks do seem to have “bubble” characteristics. Those bubbles also seem to be bursting. Biotechs which surged at the dawn of 2014 have now given back all of their gains from… read more.

All Eyes On Ukraine

Posted on Sunday, March 16th, 2014

The Ukrainian situation seems to have changed some of the underpinnings and hallmarks of the recent rally in the market. If one were to look at the internals of the market rally one would see that small caps and biotech have been leaders in the market and there has recently been talk of a bubble… read more.

Ghosts of Irrational Exuberance

Posted on Saturday, March 8th, 2014

Dallas Federal Reserve President Richard Fisher was in Mexico City this week and spoke with his usual candor on Fed policy, asset pricing and the ineptitude of our current government. Fisher has an interesting vantage point on our economy and fiscal/monetary policy and his frankness is refreshing. In his speech Fisher warns that the Fed’s… read more.