We evaluated 35 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are will...
Last Friday, Bank of Japan’s president, Haruhiko Kuroda, announced that the BOJ will institute negative interest policy to encourage banks to lend, in what I consider to be a desperate attempt t...
Factoids. By the waters of Babylon, there we sat down and we invented tacking geometry over time, about 1600 years before it was supposedly discovered. The Babyonians were watching Jupiter in the skie...
Being British, I have no dog in the US Presidential Candidate fight, but something said today about Donald Trump made me think. The UK’s Daily Mail correspondent covering The Don’s stop in...
There is a long list rationalizing Friday’s powerful thrust. The list runs the gamut from the return of central banker domination of markets to the end of corrective market action running a sl...
The latest CFTC Commitment of Traders report covers the five sessions through January 26, the day before the FOMC concluded its two-day meeting and three days before the BOJ’s announcement. Spec...
Let’s Do More of What Doesn’t Work It is the Keynesian mantra: the fact that the policies recommended by Keynesians and monetarists, i.e., deficit spending and money printing, routinely fail to br...
The brutal month of January is now mercifully over. Stocks have not had such a monthly drubbing since February 2009 just as equities were finding their nadir in the equity debacle triggered by the fin...
And so we say goodbye to January 2016. There is an old saying on Wall Street that as goes January, so goes the year. This is also known in some circles as the ‘January barometer.’ If thi...
We get into the heart of the Q4 earnings season this week, with 485 companies reporting quarterly results, including 121 S&P 500 members. With results from 201 index members already on the books, ...