2009
2008
- The Greatest Bank Restructuring Since Glass-Steagall - 25 Sep 2008
- Look for a Continuing Correction in Oil - 21 Aug 2008
- The Reflation and Releveraging of Japan - 31 Jul 2008
- The Lender of Last Resort - 18 Jul 2008
- Whats Next for Financials? - 10 Jul 2008
- A Dramatic Rise in Stock Market Short Interest - 02 Jul 2008
- Oil and the Stock Market - 26 Jun 2008
- Capitulation Among the Oil Shorts? - 13 Jun 2008
- Our Reasons for Turning Neutral on the U.S. Stock Market - 05 Jun 2008
- When Will Small Cap Turnaround Situations be a Buy? - 15 May 2008
- Small Cap Value Stocks and the U.S. Dollar - 08 May 2008
- Reflections and Black Swans - 01 May 2008
- MarketThoughts' Roadmap for the Next Six Months - 23 Apr 2008
- The Great Deleveraging - Part II - 17 Apr 2008
- The End of "Market Fundamentalism" - 09 Apr 2008
- An Instinct to Swarm - 03 Apr 2008
- The Great Deleveraging - 27 Mar 2008
- The Prospective Yield of Capital - 21 Mar 2008
- A Seismic Shift in the Commodity Market - 06 Mar 2008
- Contrarian and Sentiment Indicators - 15 Feb 2008
- Looking Beyond a Recession - 07 Feb 2008
- Putting Things into Perspective - 01 Feb 2008
- Capitulation this Week? - 24 Jan 2008
- Reflation Soon? - 16 Jan 2008
- Identifying Short and Long Term Trends for 2008 - Part II - 09 Jan 2008
2007
- When Will the Selling Stop? - 21 Dec 2007
- Global Economic Growth Continues to Disappoint - 13 Dec 2007
- Should We Even Pay Attention to Financial Stocks? - 21 Nov 2007
- Looking for a Market Catalyst - 14 Nov 2007
- The Various Bear Markets - 10 Nov 2007
- Yield Spreads Telling a Different Story - 31 Oct 2007
- "The Conundrum" in Reverse? - 20 Oct 2007
- Global Economy Now Slowing Down - 12 Oct 2007
- Shifts in Market Behavior - 04 Oct 2007
- Putting Things Into Proper Perspective - 26 Sep 2007
- Tactical Trade on the U.S. Dollar? - 19 Sep 2007
- Spain - the Weakest Link - A Redux - 13 Sep 2007
- The Black Swan - 29 Aug 2007
- A Quick Word on the Discount Rate and the "Ben Bernanke Grand Experi - 23 Aug 2007
- Market Not Close to Capitulation Just Yet - 14 Aug 2007
- An Update of our Technical Indicators - 02 Aug 2007
- The Most Vulnerable Sectors - 25 Jul 2007
- Where is Stock Market Liquidity Now Heading? - 19 Jul 2007
- High Short Interest the Achilles' Heel of Bears - 06 Jul 2007
- The Times They Are a-Changin - 28 Jun 2007
- Market Internals Weakening - 21 Jun 2007
- Market Not Close to a Bottom - 14 Jun 2007
- Liquidity and the Yen Carry Trade Redux - 07 Jun 2007
- A Worrying Headwind for the U.S. Stock Market - 31 May 2007
- U.S. Stock Market Still Overbought and No Longer Bullish - 24 May 2007
- Building the Foundations for New Retirement Systems - 08 May 2007
- The New Frontiers of Global Investing - 19 Apr 2007
- Are Cover Stories Effective Contrarian Indicators? - 12 Apr 2007
- Housing Market Decline Not Over Yet - 05 Apr 2007
- Name Large Caps Still a Buy - 28 Mar 2007
- 2006 4Q Flow of Funds Update - 14 Mar 2007
- Our Roadmap Ahead... - 08 Mar 2007
- A Potential Short in the Midst of a Bull Market? - 22 Feb 2007
- Japan - A Final Goodbye to Deflation - 16 Feb 2007
- Retirement - Are You Ready? - 31 Jan 2007
- Market Overbought But Uptrend Remains Intact - 24 Jan 2007
- The Permanent Income Hypothesis - 17 Jan 2007
- Identifying Trends and Risks for 2007, Part 2 - 11 Jan 2007
- Identifying Trends and Risks for 2007 - 04 Jan 2007
2006
- What is Up with Natural Gas? - 21 Dec 2006
- The State of U.S. Households' Balance Sheets - A Third Quarter Updat - 13 Dec 2006
- Asset Allocation for the Upcoming Year - 06 Dec 2006
- A Year-End Surprise in the Dollar? - 15 Nov 2006
- The Boom in Absolute Return Strategies Mutual Funds - 03 Nov 2006
- The Importance of the "Roll Return" in Commodity Futures Returns - 25 Oct 2006
- Stock Market Breadth Continues to Improve - 19 Oct 2006
- Are Things Really Different This Time? - 11 Oct 2006
- Corporate Profits - Where Do We Go From Here? - 05 Oct 2006
- The State of U.S. Households' Balance Sheets - 28 Sep 2006
- Canadian Dollar Now the Lone Holdout - 20 Sep 2006
- Four-Year Cycle Low Now the Consensus - 13 Sep 2006
- Let's Get the Action Started! - 07 Sep 2006
- Beware of Simplified Models - 31 Aug 2006
- The Evolution of the Markets - 23 Aug 2006
- The New Pension Legislation and a Challenging Market - 16 Aug 2006
- The Fed Meeting and My "Preferred" Scenario - 08 Aug 2006
- A Buying Point is Near - 03 Aug 2006
- The Bulls vs. the Bears - 13 Jul 2006
- Top Calling Remains a Thankless Job - 06 Jul 2006
- Long Bonds Starting to be a Buy - 29 Jun 2006
- What is the ARMS Index Currently Saying? - 20 Jun 2006
- Oil Shortages this Hurricane Season - Last Thing to Worry About - 14 Jun 2006
- Will We Ever See a World Awash With Oil Again? - 06 Jun 2006
- Many U.S. Mega Caps Now Oversold - 31 May 2006
- A Lowry's 90% Downside Day Revisited - 23 May 2006
- The Next Big Trend and the "Double Merit" Scenario - 16 May 2006
- Divergences and the Dash to Trash - 04 May 2006
- The Message of the Fed Cleveland Median CPI - 27 Apr 2006
- Keep Your Head Straight - 12 Apr 2006
- Will Corporate Profits Continue to Outperform? - 05 Apr 2006
- A Market Slowdown Still Looms - 29 Mar 2006
- Rising Rates Now a Given - 15 Mar 2006
- Where Does the Evidence Point To? - 07 Mar 2006
- Market Now in Dangerous Zone - 28 Feb 2006
- Leverage and Divergences Getting Red Hot - 20 Feb 2006
- Divergences Everywhere! - 15 Feb 2006
- Small Caps Are a "Sell" - 07 Feb 2006
- Will Small Cap Out-performance Continue? - 30 Jan 2006
- DJIA Timing System Short at 10,870 - 24 Jan 2006
- Getting Back to the Basics in 2006 - 17 Jan 2006
- Identifying Risks in the Upcoming Year - 10 Jan 2006
2005
- Have Currency Investors Gone Loonie? - 20 Dec 2005
- Market Overbought But Not Out - 13 Dec 2005
- Global Liquidity Warning - 06 Dec 2005
- A Review of MarketThoughts - 28 Nov 2005
- Copper in the Midst of Topping Out - 23 Nov 2005
- The Most Vulnerable Sector - 15 Nov 2005
- Did the Retail Investor Just Show His Hand? - 08 Nov 2005
- The Concept of Risk - 31 Oct 2005
- Our MarketThoughts "Excess M" Indicator - 24 Oct 2005
- The Mean Reversion Way of Making Money - 17 Oct 2005
- Sell Financials and Commodities - 10 Oct 2005
- One Indicator Is Not Enough - 03 Oct 2005
- Copper Prices - Too Overbought - 19 Sep 2005
- A World of Financial Engineering - 12 Sep 2005
- Let the Action Finally Begin - 06 Sep 2005
- It is Time to be Careful - 30 Aug 2005
- All About Oil - 26 Aug 2005
- NYSE Short Interest Again at All-Time High - 23 Aug 2005
- Bank Index Breaking Down Further - 19 Aug 2005
- Our Position on the U.S. Dollar and an Update on Energy Prices - 16 Aug 2005
- Demographics do Matter - 11 Aug 2005
- A New Era? - 08 Aug 2005
- Worldwide Markets Rundown - 05 Aug 2005
- Natural Gas - The Other Bull? - 01 Aug 2005
- Nothing is Obvious - and 50% Short in Our DJIA Timing System - 25 Jul 2005
- What to do About the Housing Bubble? - 19 Jul 2005
- DJIA Timing System Going Short - 15 Jul 2005
- Our Ignorance About Crude Oil - 11 Jul 2005
- An Update on Brand Name Watching - 08 Jul 2005
- Our U.S. Dollar Index Revision - 04 Jul 2005
- The Elusive "Blow Off" - 30 Jun 2005
- Dow Theory Redux - 27 Jun 2005
- Correction in Store for the Market - 21 Jun 2005
- Where I See the Market Heading - 17 Jun 2005
- Economic Slowdown Still Continuing - 14 Jun 2005
- Critical Juncture in the Markets - 10 Jun 2005
- Long Bond Capitulation? - 07 Jun 2005
- An Update on the U.S. Housing Bubble - 02 Jun 2005
- The MarketThoughts Global Diffusion Index - 01 Jun 2005
- The Dow Theory in a Globalized World - 27 May 2005
- Continue to Overweight U.S. Equities - 23 May 2005
- Don't be Complacent: Global Liquidity Waning - 20 May 2005
- Market Round-Up and the NYSE Specialist Short Ratio - 16 May 2005
- Investor or Speculator? - 13 May 2005
- The Six-Month Stock Market Timing Strategy (Guest Commentary) - 10 May 2005
- A Tradable Bottom in Place - 06 May 2005
- The U.S. Dollar is Going Up - 03 May 2005
- The Art of Risk Consulting - 29 Apr 2005
- The Importance of Brand Name Watching - 25 Apr 2005
- The 80/20 Principle - 22 Apr 2005
- A Turn in the Tide - 18 Apr 2005
- The Global Financial Stability Report - 14 Apr 2005
- Globalization and China, Once Again - 11 Apr 2005
- On Jesse Livermore And His Legacy - 08 Apr 2005
- The Popes Passing and Implications - 04 Apr 2005
- It is Now Late in the Cycle! - 31 Mar 2005
- Rising Rates not a Given - 28 Mar 2005
- More Downside to Come? - 25 Mar 2005
- Downside Acceleration? - 22 Mar 2005
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