This week’s review comes to you in a shortened format as I don’t have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a fu

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US do

I concluded a post on stock markets over the weekend saying: “After equities’ seven-month climb, stock markets certainly look vulnerable for a decline. Two downside reversal days -- on We

Have you gotten a “Dear Subscriber” letter from your health insurer lately? If you haven’t, you probably will.It’s the season for notifying individual customers that their mon

After hitting its best levels of the year on Wednesday ahead of the Federal Open Market Committee’s (FOMC) communiqué, the S&P 500 Index ran into heavy weather on the realization tha

Marking the one-year anniversary of the Lehman Brothers demise, risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A reali

After starting the week with a broad-based sell-off, stock markets resumed their 5-month uptrend as investors’ confidence in the recovery prospects of the global economy gained traction. With r

The holiday-shortened week saw investors pondering the depth of the economic rabbit hole as the curtain closed on the second quarter. As investors vacillated, most financial markets were characterize

Last week, caution crept back into investors’ vocabularies for the first time in more than 3 months as they faced up to President Barack Obama’s plan to reform the US financial marke

The predictions of the members of the Barron’s mid-year Roundtable discussion over the weekend were in agreement that the March lows of the stock market wouldn't be broken. This reminded me of