Analysis and Opinion » 3 Things: Retail Sales, Real Unemployment, OptimisimPosted Apr 16th, 2015 at 12:33 PM
["3 Things" is a weekly publication of ideas, usually contrarian, to provoke thoughtful discussions and decision-making processes. As a portfolio strategist, I am sharing things that I am...
Analysis and Opinion » The Evil 1% And Failure To "Pay Their Fair Share"Posted Apr 15th, 2015 at 12:21 PM
(Note: Throughout this article I will be addressing statements made by the current administration about taxation and the "rich." I am NOT MAKING a political argument about the adminsitration, the...
Analysis and Opinion » Stocks: The Great Wealth Non-EqualizerPosted Apr 14th, 2015 at 12:34 PM
Just recently, IBD.com published a very interesting article entitle "Stock Market Is America's Great Wealth Equalizer." While I am sure the author is well-intentioned, it is a very misguided article...
Analysis and Opinion » Chart Of The Day: Volatility Ratio WarningPosted Apr 13th, 2015 at 11:18 AM
The one thing that I love about writing a daily blog and a weekly newsletter is the thoughtful commentary AND criticism that I receive along the way. I have always solicited thoughtful discussions...
Analysis and Opinion » 5 Things To Ponder: Don't Fight The FedPosted Apr 10th, 2015 at 12:14 PM
As I discussed earlier this week, the deterioration in both economic data and profitability data leave a good bit of cause for near-term concern for a Fed that is pushing to raise...
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