Insights

Mon 4/9/12 – 4:07 PM – Top for the Market?

Last week may have marked an important top for the market. We have had a series of small 3-day corrections over the last month after having almost no setbacks during Jan and Feb. This pullback seems different and I think you can look for a pullback of around 10% in US...

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Tue 4/3/12 4:30 PM – Economic Growth for Next 12 Months

How is the economy doing? In terms of simple growth the following chart may help. You can see the big drop during 2008-09, the tepid recovery of less than 4% growth, half of what past recoveries from sharp recessions have been, the dip and the recent recovery again....

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Thu 3/29/12 4:17 PM – Europe Back in the (Bad) News

Well, just when you thought it was safe to go into the water . . . I believe that referred to the sequel to the movie Jaws. The original movie was released 37 years ago. We were just married and watched it just before heading to the beach. My wife never left the...

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Tue 3/27/12 8:26 AM – Another Look at True Employment

Smart Money Magazine Online did a different take on true employment using the Bureau of Labor Statistics own data. As regular readers know, the unemployment rate as it is reported is one of my pet peeves because it is misleading. Here's the chart. Click to enlarge....

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Mon 3/19/12 3:41 PM – Should You Buy Apple Now?

Friday I made a very brief case for Apple stock being undervalued but probably overowned right now. Let me finish that thought. When stocks get so far above their 150-day or 200-day moving averages, and Apple is 40% above its 150 day moving average, most stocks will...

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