The question of the week is whether the SP500’s spike to a new all-time high is a true breakout or a false breakout. It may not be long before we find out, but as someone whose core investment strategy is… Read More ›
Vanguard
Doug Noland: Inflection Point for Emerging Markets
Don’t let a relatively tame week in the S&P 500 engender complacency. Perhaps it was not obvious, yet the trading week provided important confirmation for the incipient “Risk Off” dynamic thesis. Indeed, the global bear seemed to roar back to… Read More ›
Summer Walks and Market Observations
When I take my young sons for a walk, they often run ahead of my wife and I. When they get too far ahead we call and they stop for awhile but as we get close they take off again. Occasionally,… Read More ›