They’re 4% late to the party here, but Goldman is jumping on the bearish bonds bandwagon….probably earlier than most though

Talk about sticking to your guns here – John Hussman still believes the likelihood of recession is very high.  It’s a call that he’s been making for a number of …

There are certain times when the markets just seem to disconnect. Right now that disconnect is between the US dollar, US interest rates and US equities. Since the end of November we have seen a growing disconnect – primarily between equities and other asset classes

It’s that time of year when investors are prepping for the new year and economists and advisors are offering their full year perspectives.  I tend to think that full year …

The US equity market is poised for a near-term rally. It is a difficult statement to make, given all the headwinds, but the signs are there.

Credit Suisse says the economy has moved into a contraction cycle.  And that means portfolio require adjustment.  They use a cycle clock indicator to determine their equity allocation based on …

As previously discussed, no double dip, but instead continued sequential quarter to quarter gdp growth with q4 possible better than q3 as well, helped by lower gasoline prices.

The Credit Suisse investment committee has concluded that a recession is now priced in and that further downside should be bought. They believe volatility is likely to continue, but …

In his most recent research note, David Rosenberg says we have likely seen short-term capitulation within a secular bear market.  But make no mistake – this doesn’t mean we are …

With federal deficits too low most everywhere, it’s like a general crop failure, with the question being which crops will go up the most vs each other. Not easy to say, but the euro has to be a bit of a favorite given the sincerity and intensity of their commitment to austerity/deficit reduction? And their new good buddies, the Swiss, now helping out by buying euro as others buy their currency with their new cap in place.