Deflation Contagion

Keith Schneider | January 25, 2015

Mario Draghi and Tom Brady have a lot in common. They are both fighting deflationary issues.  Sports and fashion are often used as market indicators. The hemline indicator, one of my favorites, correlates rising hemlines and prices. It correctly forecasted …


What's My Line?

Keith Schneider | January 19, 2015




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Well, the first two weeks of the year have been completed and global markets are clearly dazed and confused, catching even the …


Usual Suspects

Keith Schneider | January 11, 2015

The markets ushered in 2015 with some exceptional volatility.  We rounded up the usual suspects and placed them in a lineup trying to pinpoint the real culprit for the increased volatility which at one point had the market down 3% …


Any Charge Left?

Keith Schneider | January 5, 2015




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Men at Work

Keith Schneider | December 28, 2014

Last week we highlighted how Putin might maneuver on the global chessboard and cozy up to Turkey to prop up the failing Russian economy and check the west. He made some key moves this week, cancelling a strategic pipeline project …


Triple Play

Keith Schneider | December 22, 2014

Since the year is just about up and the performance numbers are just about finished, barring an unusual end of year reversal of historic proportions, all US asset classes have put in a stellar performance. What is most unusual however …


Historical or Hysterical

Keith Schneider | December 15, 2014

Equity markets finally succumbed this week (SPY down 3.6%) to tanking oil prices and crashing junk debt pressured by possible defaults in the oil frack patch. This week’s drop was one of the worst weekly performance in years. One might …


QE Worked! (Even better if you have a Bachelor's degree)

Mish Schneider | December 7, 2014

Here’s a new idea. The Fed’s QE worked!

If you’re about stop reading in disgust at the thought of having to read such rubbish, let me assure you that you and I most likely agree on several other ideas such …


Too Much Dead Weight?

Mish Schneider | November 30, 2014

The Bull in this market is pulling a lot of dead weight!

According to Barron’s this week, “less than 15% of the money managers who actively select stocks are ahead of their benchmarks” this year.

Well, I’m not surprised. 2014 …


Snuggles With Putin

Keith Schneider | November 17, 2014

Putin left this week’s G-20 meeting being held in Australia early, but not before a snuggle session with an uneasy Koala Bear. Historically speaking, snuggle sessions and G-20 meetings have had little impact on the markets even when measured by …