The Great Paradox: Why Stocks Aren’t Getting Respect

February 6, 2012

Investors have fooled themselves yet again with inconsistent assumptions, and created a “Great Paradox.”

Retail Therapy For Investors

November 29, 2011

Shopping may or may not be good for the soul, but the Black Friday blowout certainly seemed to be good for the stock market.

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Seeing A Scary Movie For The Second Time

October 4, 2011

The markets are a horror show again, but we’ve seen this film before. The ending is not so bad.

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Waiting For Life To Go On

June 22, 2009

As the winter’s meltdown recedes, financial markets have gotten over their worries about Armageddon. Now they are waiting for evidence that life really does go on. Most stock markets around the world retreated last week, many for the first time in more than a month, while commodity prices also softened. Meanwhile the dollar reversed course and strengthened moderately. Taken together, these developments point to a financial community that is in …

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