Credit underwriters pride themselves in their ability to cut lending when they sense that economic fundamentals have changed for the worse. For example one often hears bankers talking about passing …
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“I got up this early to talk, not to listen,” Jim Grant berates Fed-apologist Steve Liesman as the two go head-to-head over the fallacy that QE has been a success. “The …
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Taking Some Profits By Paul Price of Market Shadows Market Shadows locked in some gains on three of our holdings this morning. All these stocks have exceeded our original expectations since …
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Backed by positive economic announcements from the Empire Manufacturing Index and Industrial Production, along with much improved growth from Europe, the market broke its string of four losing sessions with …
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By Paul Price of Market Shadows Equities Did Not Die in 2008 To many people it seemed like the end in late 2008 to early 2009.  Just like the movie Halloween’s …
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The best scoring ADRs from every week since 2010 have outpaced the EFA by an average and median 422 bps and 535 bps over the following year, respectively, with 0% turnover.  The …
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The impasse over the US debt ceiling came and went – and with the public’s interest in the subject. The short-term treasury curve which became inverted back in October (see …
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The stock market’s technical consolidation continues, and in fact anyone who missed last week’s entry point for the widely-anticipated year-end rally is getting another shot at it. The S&P 500 …
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Returns for our weekly best scoring by market cap: Buy and Hold 1 Year, 0% turnover The best sector is industrial goods  The best sector is industrial goods (AGCO, …
Read More  Fed Policy and Producer Price Index – Click to enlarge The headline Producer Price Index for November was down 0.1%, in line with the consensus guess of economists. What’s …
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