Category Archives: Market Commentary

Godot is on the Horizon-Coming out of the Market’s Overbought Condition

The last time we commented on the internal condition of the market, we referred to Godot, Samuel Becket’s legendary character who the others  in Waiting for Godot are waiting for but who, in fact, never arrives.  Since that time, which … Continue reading

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Waiting For Godot

Few can deny the market has moved significantly to the upside and in is need of a rest.  By almost all technical measurements, the “market” has been overbought and could use a pullback.  There certainly has been multiple occasions recently … Continue reading

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Inverse Stagflation – the Longer Term Implications of Shorter Term Creeping Inflation

All eyes are centered this weekend on what is going on in Egypt, and the personal involvement in the streets adds to the present, critical nature of the transition taking place within the part of the world that would otherwise … Continue reading

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Stock Picking more important than Market Timing

The market, as a whole, continues to look upward and constructive despite its beyond-overbought condition.  We still see no indications of a major market top developing. Within the market, however, new favorite stocks continue to replace former winners.  Stock picking … Continue reading

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Market Commentary — The Return of Sector Rotation

In preparation for investment decisions for our clients and for my market commentary broadcast on CNBC, I like to prepare a market opinion.  Publicizing puts me on record for my opinion  and helps me keep the discipline necessary to make … Continue reading

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