Last month I highlighted the structural changes that have taken place in the DRAM industry and how that makes for a positive investment environment over the next year or so. Since then, there have be

Economist Brad DeLong, of the Department of Economics at UC Berkeley, is getting increasingly pessimistic. He says the chance of Great Depression now is at 5%:  For 2 1/4 years now I have been

The October retail sales numbers released this morning present a very mixed bag. Excluding autos, strategists say they looked mediocre at best. More to the point, the recent decision of corporate ins

George Soros discusses an entirely different crossroads. I've been too cautious the last few months and I own that. I'm usually early, however, and while I certainly see both sides, my sen

It’s becoming common knowledge that commodity-based exchange-traded funds (ETFs) have some basic design flaws that not only affect their performance but also have an impact on the very futures

The 2009 Financial Reality Show has been nothing short of surreal.We sidestepped cataclysmic dysfunction in the first quarter.A furious chase followed, taking the S&P back towards the flat-line a

The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I’ve b

Gold broke out to a new high yesterday of $1084, and the yellow metal is glittering again today.More impressively, strategists note, gold prices moved higher on Tuesday even as the S&P 500 ticked

Expectation is the root of all heartache. -William Shakespeare Recap and Set-UpAs the S&P 500 Index weakens to approach the area I'd outlined in the Bull Market Timer weekly update on October 25,

Unemployment remains high but there are signs the economy is starting to expand again. Are we in a jobless recovery?Economists are undecided. Columbia University economics professor Edmund Phelps rec