The New Technology Cycle

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So far this earnings season, we are seeing a clear separation between two of the stock… Read more

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China

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Chinese President Hu Jintao meets with President Obama today in Washington DC.

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Does the Correction Begin this Week?

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We are certainly getting an interesting start to the week. Steve Jobs is taking a health-related… Read more

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Where

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Yesterday, both the U.S. dollar and stock prices moved lower. That Read more

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What We Know, and What We Suspect

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As we discussed yesterday, recent weakness was a dip to be bought. But we should also… Read more

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Someone’s Calling B.S.!

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So how do we view a stock market that can Read more

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Just to be clear, Read more

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