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David Moenning  

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  • Daily State Of The Markets: Will The Recent Trend Continue? [View article]
    Excellent analysis - and "selling the rallies" is what is happening. Well, along with the QE cash finding its way into the market during EVERY pullback, right!
    Mar 24, 2015. 09:17 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Can You Say, Dovish? [View article]
    Thanks for the chart - nice job. I recognize that to pure technicians, "it is what it is," but I can't help but wonder where this market would be if some central banker didn't do/say something each and every time the market has pulled back over the last six months.
    Mar 19, 2015. 09:40 AM | 3 Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks... the REAL problem here is that we've never been through a period of such intense central bank intervention. So, one can argue that historical references are relatively useless here. We, like the Fed, are effectively flying blind in that regard...
    Mar 18, 2015. 08:51 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks for the kind words, this is a topic that must be reviewed from time to time... And the key is that, as you pointed out, there is something for both sides to crow about. As such, my takeaway is that valuations are not going to become a focal point at this stage. However, should something bad happen, the high valuations will undoubtedly play a roll... remember, things don't matter until they do, but then they matter a lot!
    Mar 18, 2015. 08:49 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks for the kind words. The key problem is that even if we know what the Fed is going to do and when, it is difficult to tell what the market reaction will be as the day-to-day movements are driven almost entirely by the Wall Street Boyz and their computer toys.

    One thing to keep in mind here though is that on Wall Street, "something everyone knows, isn't worth knowing"...
    Mar 18, 2015. 08:46 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Yes, that is a key point as valuation, like beauty, lies in the eyes of the beholder!
    Mar 18, 2015. 08:44 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: On To The Next Big Thing [View article]
    Ha! Thanks - I have no speech prepared!!
    Feb 24, 2015. 09:20 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: On To The Next Big Thing [View article]
    You are correct... the teeny tiny increase should have 0 impact on economy. But the key words are "unwind the carry"...
    Feb 24, 2015. 09:20 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: None The Worse For Wear [View article]
    Hey Sue,

    THANKS for the kind words. Here's the funny part about that article - I had NO IDEA it was for USA Today... I just had fun chatting with the reporter for like 45 minutes. And the story about my client living on a sailboat is actually all true :-)
    Feb 23, 2015. 09:29 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: The Important Message From Earnings Season [View article]
    Thanks for the kind words and glad you got something out of it - writing it definitely got my attention!
    Jan 30, 2015. 11:50 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Recent Tape Action Is Worrisome [View article]
    Aren't we beyond the point where the Fed needs to "control" the stock market?

    I definitely agreed with Hank Paulson's plan in 2009 and for Bernanke to "push up" the stock market. But 5 years later, it's time to back away!
    Jan 30, 2015. 11:49 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Recent Tape Action Is Worrisome [View article]
    Sorry about the Patriots reference, but being a Bronco fan, I just couldn't resist!
    Jan 29, 2015. 09:42 AM | 2 Likes Like |Link to Comment
  • Daily State Of The Markets: Recent Tape Action Is Worrisome [View article]
    You are correct, in the "old days" increased volatility was a precursor to a change in the big trend. I'm usually optimistic, but I am concerned here...
    Jan 29, 2015. 09:42 AM | 2 Likes Like |Link to Comment
  • Daily State Of The Markets: Is It Time To Worry About Growth In The U.S.? [View article]
    Thanks for the kind words... This remains a MOST challenging market environment. But we will do our best each day to identify what the heck is going on here!
    Jan 8, 2015. 09:28 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Is It Time To Worry About Growth In The U.S.? [View article]
    It does appear so!
    Jan 8, 2015. 09:27 AM | Likes Like |Link to Comment
COMMENTS STATS
579 Comments
115 Likes