Foot on The Gas

Posted on Sunday, November 24th, 2019

Will the Fed ever normalize or even just stop adding liquidity? If, in 2007, you had a discussion with anyone in our industry and predicted where we would be with monetary policy in 2019 they would have laughed you out of the room. Policy at this juncture reminds us of the Weimar Republic Germany during… read more.

Froth

Posted on Sunday, November 17th, 2019

We are always looking to history as our guide as markets can be an emotional animal and we, as humans, repeat our patterns. From DataTrek, by way of Arthur Cashin, comes Nick Colas and Jessica Rabe’s analysis of what follows for markets after a good year. For the last 90 years the average total return… read more.

What’s Driving Stocks?

Posted on Sunday, November 10th, 2019

As you know we have postulated for almost two years that we were in a holding pattern for stocks. November has shown some promise in breaking out of that slump but there are still some key segments of the market that are struggling to break out to new highs – those being Transports and small… read more.