Everyone who has been wrong about the market has now joined in a familiar refrain: The Fed is printing money. It is the only thing holding up stocks. It will all end badly. Background A little ...

Ready or not, we should expect a week dominated by an even greater focus on Fed policy. There are four reasons: The economic data calendar is very light;Earnings season has ended;Many will be heading ...

When David Tepper speaks, the market listens. In Autumn, 2010, Tepper, the highly successful billionaire hedge fund manager, explained that for stock investors, the Fed had your back. Using options ...

The economic recovery, to the surprise of nearly everyone, has been consumer-driven. This has occurred despite increased savings and an overall improvement in household balance sheets. Businesses have...

As the Q1 '13 earnings season reaches its close, there is a consensus around many conclusions:Earnings are growing at a rate less than the stock market. The P/E multiple is higher. Is this ...

Three years ago I wrote one of my most controversial posts: Dow 20K. The Dow had been toying with the 10,000 mark, after a 10% correction. The news from Europe seemed to be terrible, and everyone was ...

For several weeks I have been monitoring a developing change in the US equity markets. There is a growing perception that some of the "safe" assets may not be so safe. There is a corresponding ...

Recent economic data, especially since mid-March, has taken a turn for the worse. Initial jobless claims have shown fluctuations that defied seasonal adjustment processes. Just as I (accurately) ...

Most people already know that investing (or trading) is not just a matter of having stop loss orders in place.Whatever the market environment – bullish, bearish, or range-trading – there ...

The daily news from financial markets is often merely a footnote to events. Last week this was truer than ever. If you are a market professional, it is your job to consider the effect of any event. ...