Spring 2016

Earnings continue to roll in as economic landscapes which will drive decades of new activity continue their underlying shift. If it feels as confusing as it was back in the…

Call me a nut but I remain a bit mystified by how much the news flow does not appear to be matching the earnings flow. Sure – pace of growth…

Markets in general have entered that “ho-hum” window we had suggested was quite likely as earnings season dawned. Earnings have been mildly better than expected so far – and in…

As much as the media headlines would lead you to believe the world is ending, the earnings season has not been nearly as negative as expected. Surprised? Data in the…

Good news. Stock buybacks are not propping up the entire stock market. For months now we have been told by various media outlets and the BSHS (Black Swan Hunter Society)…

Guess What? The deficit as a % of the GDP is imploding. How come we have not seen that anywhere in the headlines. Heck, they could even use the word…

As we get set for Alcoa to kick off the quarterly onslaught of data, I like to remind you of what we cover each quarter. In the days of HFT…

After the bounce-back to even the books at quarter’s end, one would expect a pause to be normal. This time around is not much different. With the manic-depressive emotional bend…

So here we are – one quarter of 2016 down and three more to go. We are also nearing the eve of the first quarterly earnings charade – sorry, parade…

Hey – Happy April Fool’s Day to you and yours. Many are still finishing up their Spring Break. Sadly for the kids, school is back in session on Monday. Whimper…