On the assumption that my bifurcated earnings season produces underperforming mid- and small-cap sectors (resulting in the long overdue stock market correction), one very attractive investment strate

As investors move deeper into the thick of earnings season, the perspective as to its meaning for near-term stock-market action becomes of great value. What I'm referring to specifically is to watch

For the past several weeks, I've been making the bifurcated earnings season argument for third-quarter 2009 results. I've also tied the earnings results to the price action of the key market cap sect

I’m becoming increasingly convinced that the upcoming earnings season will produce bifurcated results with larger companies generating at or above consensus results while smaller, more US-centr

If you’re uncertain as to the central rationale being made by the bulls for this overvalued equity market getting even more overvalued, here’s the argument in a nutshell:  Low lev

Whenever I appear in the media, be it electronic or print, I answer the questions posed by the interviewer from the wellspring of research that I conduct every hour of every working day. I pontificat

By all accounts, the global economy appears to be out of the woods. But, does that mean we’re now in the clear? Perhaps the move out of the woods doesn’t lead to a wonderful open field, b

You can’t beat the crowd by being the crowd. Yet, time and again, this is exactly what most investors attempt to do. The investment manifestation of this is called momentum investing -- buy hig

Romantics have a word that best describes the stock market’s current levitation act: nostalgia. The newly emboldened buy-the-dips crowd, flush with cash and longing for the bygone days of beta-

I've stated several times that I'm not a chart-pattern guy. I've found that trying to predict the future of any asset via the patterns its chart reveals yields, for me, a 50/50 proposition. Yet, ther