Light Volume

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The Dow Jones Industrials has come within 68 points of my 10,500 target. And while stocks have made another strong push higher over the last two weeks,… Read more

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The Race to the Bottom

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Don’t be fooled by Europe’s consistent demand that the U.S. support a stronger dollar. Or Russia‘s threats to create a… Read more

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Inflation Vs. Deflation

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If you want some solid insight into why the Fed continues to say that interest rates will remain low for quite a while, just look at this… Read more

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Gold Versus Silver on a Weakened Dollar

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The headline retail sales number for October came in better than expected, up 1.4%. Of course, sales were down more than expected in September, so a bounce… Read more

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Current P/E Ratios May Be Misleading

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As we came into earnings season, it seemed clear that analysts were far too pessimistic with their estimates for earnings. Yesterday, Bloomberg reported that 81% of corporations… Read more

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The Irrational Market

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Fed governors were out in force yesterday, expressing dovish comments on rates. … Read more

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Front-Running the Fed

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The Fed is playing an interesting game. One the one hand, rates must remain low to fight deflation, encourage borrowing and… Read more

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Continuing to Find Opportunity in China

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We’ve landed in Xi’an, one of China’s biggest… Read more

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