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Denis Ouellet, CFA

 
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  • The Mid-Term Bust-Boom Pattern
    Tue, Mar. 25 SPY, DIA, QQQ 3 Comments

    Summary

    • The mid-term bust risk is significant, dangerous and unforeseeable.
    • Current market valuations are certainly high enough to make investors very nervous and trigger-happy.
    • Betting on the bust carries much better odds than betting on the subsequent boom.
  • Hard Patch Coming?
    Tue, Feb. 18 SPY, DIA, QQQ 5 Comments
  • Is U.S. Housing A House Of Cards?
    Jul. 8, 2013 XHB, ITB 12 Comments
  • Profit Margins Mean-Reverting? Maybe Not.
    Jun. 12, 2013 1 Comment
  • Market Outlook: The Slow Riser
    Mar. 12, 2013 SPY, DIA Comment!
  • Housing Stocks: Buy Low, Sell High
    Feb. 26, 2013 KBH, LEN, TOL 1 Comment
  • The Coming Income Cliff
    Dec. 4, 2012 DIA, SPY 3 Comments
  • The Shiller P/E: Alas, A Useless Friend
    Dec. 3, 2012 DIA, SPY 15 Comments
  • U.S. Employment: No Clear Upturn Yet
    Editors' Pick • Oct. 9, 2012 SPY, DIA, QQQ 30 Comments
  • What If The Fed Has It All Wrong?
    Sep. 18, 2012 SPY 31 Comments
  • Jackson 'Whole'?
    Aug. 27, 2012 1 Comment
  • Betting On Bankers?
    Jun. 12, 2012 FXE, DIA, SPY 3 Comments
  • Bottom Fishing? But Where's The Bottom?
    May. 15, 2012 DIA, SPY, AAPL 2 Comments
  • Equities: Yellow Flag Waved High
    Apr. 30, 2012 SPY 2 Comments
  • North American Banks Rankings: January 2012
    Jan. 6, 2012 JPM, BAC, C 3 Comments
  • Savings Rate Decline Is No Mystery: Americans Are Simply Broke
    Nov. 2, 2011 SPY 4 Comments
  • The Great Earnings Yield Divergence Explained
    Aug. 16, 2011 SPY 3 Comments
  • No Such Thing as Too Much Doom and Gloom
    Jul. 12, 2011 SPY 4 Comments
  • Equities: Time to Go Fishing
    Jun. 14, 2011 Comment!
  • SPY: Don't Buy the Dips
    Jun. 2, 2011 SPY Comment!
  • Ranking North American Banks: U.S. Banks Still Undervalued
    May. 22, 2011 RY, CM, TD 20 Comments
  • U.S. Equities: 9% Upside to Fair Value, Caution Remains
    May. 18, 2011 Comment!
  • April Peak for U.S. Equities?
    Mar. 31, 2011 SPY 5 Comments
  • Market Outlook: Beware of Groundhogs
    Mar. 23, 2011 SPY Comment!
  • After Two Great Years, What Is in Store for Equities?
    Mar. 9, 2011 SPY, QQQ, DIA 1 Comment
  • More Signs of Weakness, Inflation in China's Economy
    Mar. 8, 2011 CNY, CYB 3 Comments
  • As Company Margins Get Squeezed, Will Earnings per Share Follow?
    Feb. 28, 2011 DIA, SPY, QQQ Comment!
  • Philly Fed Survey Shows Strength, Inflation Trends
    Feb. 23, 2011 1 Comment
  • China's Inflation Fight Threatens Economy
    Feb. 16, 2011 1 Comment
  • Corporate America Cashing In With Cash
    Dec. 6, 2010 AAPL, MSFT, ORCL 5 Comments
  • North American and European Bank Rankings - November 2010
    Nov. 4, 2010 BNS, CM, RY 6 Comments
  • Why Gold's Going Up, Mania or Not
    Nov. 2, 2010 GOLD, GLD 5 Comments