Tags: market valuation

2015 - Nowhere To Go But Up

January 12th, 2015
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Last week, I reviewed 2014 as we closed the books on the trading year. This week, I want to look at the mainstream analysis and media exuberance as we go into the year and offer some perspectives for you to consider. more »

Stock Prices and U.S. GDP; Historic Relationship Turns Bearish

February 26th, 2014
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In the first five weeks of this year, investors bought $22.0 billion worth of long-term stock mutual funds. (Source: Investment Company Institute, February 12, 2014.) more »

The Week Ahead: Trading the News is Tricky

January 5th, 2014
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Suppose you knew -right now, at the start of the week - that the payroll employment report would show an extreme number. With 200K jobs expected, suppose it were to be 350K? Or 50K? If you had advance information from Mr. Beeks would you even know what t… more »

The Week Ahead: Great Expectations, 2014 Style

December 29th, 2013
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by Jeff Miller, A Dash of Insight Sometimes the calendar of news and events makes it easy to predict what will grab our attention in the week ahead. In the last few weeks leading up to the Fed tapering announcement, I highlighted the following: Upsi… more »

The Week Ahead: The Fed on the Brain

December 15th, 2013
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Written by Jeff Miller, A Dash of Insight Last week I asked the question of whether the fixation on "tapering" would finally come to an end. The question was on target, but the answer seems to be "No!" With the FOMC reporting on Wednesday, including… more »

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