Climate Change

Keith Schneider | March 8, 2015

The markets ended the week with a huge sucking sound, one that sounded like a lot of equity pouring down into the ever increasing mysterious Siberian craters. Of course that equity just followed what was already sinking into that hole-- …


Old Rules, or How to Retain an 86% Approval Rating

Keith Schneider | March 1, 2015

At the close on Friday, as the US Stock market closed down marginally for the week, just a tad off new all-time highs, news came out of Moscow that the charismatic and vocal opposition leader, Boris Nemstov, was gunned down …


Seeing is Believing

Keith Schneider | February 23, 2015

Last week, after several days of pause and digestion at new highs, equity markets mostly roared after an initial nasty swoon Friday morning.  The Greeks summoned their Gods and they performed a miracle. They brought forth a reprieve from bankruptcy …


Bad Week for Pessimists

Keith Schneider | February 17, 2015

The sideways to downward biased market action in US Equities that has persisted for the last 6 months was finally halted this week with US equities closing on all-time highs. The risk off plays of misanthropes and of those inclined …


Era Checking

Keith Schneider | February 9, 2015

This week the broadest measure of the US stock market, the S&P 500 index ended basically flat for the year, reversing the brief five week era of negative bias with an up 3%  week.  Noteworthy, was the announcement by the …


Fuhgeddaboudit

Keith Schneider | February 2, 2015

Initially, right after the Greek elections the markets surprisingly shrugged off the results that brought in an anti-austerity party and ignored the much higher odds that Greece will leave the EU and default on a huge debt load. However, by …


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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