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Wednesday, March 10, 2010
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Commentary

 

Published DateCommentary Title
7/25/2007 Pavlov's Market

The bell rings and the market buys. Pavlov would be proud.

Watching the market over the past few months has indeed been an interesting venture. For those of us who spend our days in f...

7/25/2007 The Potential Problem With Short Interest

NYSE short interest continues to climb, providing the bulls with a chip to be played each time the market drops. The contrarians in the crowd cry that the market can’t fall as long as we continue ...

7/23/2007 Optimism Ahead of Dupont's Earnings Spell Danger

The following commentary was provided to our Earnings Tip Sheet subscribers Sunday evening. Dupont announced a Q2 earnings shortfall Tuesday morning (7/24) as was subsequently downgraded later in ...

7/07/2007 Volatility Ahead

Let’s start with my bottom line for the week. We continue to have a gut feeling that this market remains ripe for some downside action. The problem with a gut feeling is that you tend to focus on...

6/18/2007 What Wall Of Worry?

The following is a small excerpt from this week’s Insightful Investors Market Outlook. The weekly Market Outlook provides guidance to investors to help navigate the market’s day-to-day gyrations t...

5/29/2007 The Market Finally Catches Up With Our Outlook

Let’s start with the Bottom Line this week. I’ve lately referred to this market as an illusion with the appearance of a runaway bull market on our hands. The illusion is created by the party-like...

5/24/2007 A Study Of Behavioral Valuation In Motion (GRMN)

From time to time, we like to take the opportunity to walk through timely examples of our Behavioral Valuation© approach to help you understand the powerful positive impact that this methodolog...

5/22/2007 Notable Short Interest From The NYSE

May’s NYSE short interest was released earlier this week. Overall, the total NYSE short interest grew to a record level of 11.76 billion shares or three percent of total NYSE shares. This was up ...

4/30/2007 Is the Market Too Tired?

The market limps into the third week of earnings in apparent need of a rest. With the economic calendar heating up, our views have become more cautious towards the market. This week’s Insightf...

4/23/2007 Earnings Continue to Fuel Rally...
Summing things up before we get started, our Behavioral Valuation model continues to signal that the market remains in position to move higher. The "crowd" of investors moving back into the market is...
4/09/2007 First Round of Earnings Pleasing Investors
The market is inching toward earnings season, with Alcoa and a few others reporting quarterly results beginning on Tuesday. This is exciting for a few reasons. First, earnings season typically offer...
4/02/2007 The Volatility of Volatility, Is It Bullish (Yes)?
The volatility of volatility. Go ahead, say it. The thought probably sends most investors into a quant-induced coma. But those willing to peel back the skin of the market's zigs and zags may be abl...
3/26/2007 Sentiment In The Wake Of The Fed
Well, we've been describing a bullish scenario for the past few weeks while the market was posting and retesting new lows. This happened while sentiment quickly slid from optimism in late February to...
3/19/2007 The Most Reliable Technical Pattern In Play...
A market bottom is nothing more than the market changing hands from sellers to buyers. This is why using several sentiment gauges to determine when fear has reached an extreme can be incredibly valua...
3/12/2007 Bulls ready to Charge On The Market
Investors began testing the waters for bargains last week, causing stocks to rebound. Blue chips led the week, returning 1.34 percent while small caps followed closely with a 1.25-percent gain. Tech...
3/05/2007 Asian Fears Provide The Bulls With Hope?
After last week, let's get straight to the Bottom Line. The major indices endured some serious technical damage last week, as investors finally flooded out of the market. Given the large run-up sinc...
2/27/2007 Will The Bulls Blink?
To shake things up a bit, I'll start with the bottom line this week. While the S&P 500 Index (SPX) and the Dow Jones Industrial Average (DJIA) saw some selling last week, the short-term technical and...
2/20/2007 Worrying About The Stealth Correction...
The market heads into the holiday-shortened trading week with some momentum after the major indices moved higher last week. The S&P 500 Index (SPX) and Dow Jones Industrial Average (DJIA) made new we...
2/12/2007 title
Stocks took a hit last week, as inflation fears and rising energy prices again rose to the surface. Crude oil retook the $60 mark on geopolitical concerns that appear to be heating up again in the Mi...
2/05/2007 title
Spurred by news that the Goldilocks Economy is alive and well, the market rallied into late week. The must-win situations I discussed a few weeks ago are finding some resolution to the upside. The S...
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