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Kevin Flynn, CFA  

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  • Stalking The Mysteriously Elusive Correction Beast
    May. 23, 2014 SPY, DIA 36 Comments

    Summary

    • Why anxiety has been brewing over an imminent correction.
    • Why a correction has so far eluded us.
    • No catalyst equals no conviction.
  • Housing And GDP
    May. 16, 2014 IYR, REZ, XHB 12 Comments

    Summary

    • Mortgage credit remains tight.
    • Programs to enhance new home activity this cycle are unlikely.
    • Housing data indicates a smaller contribution to GDP growth this year.
  • Federal Reserve Policy And The Stock Market
    May. 2, 2014 SPY, DIA, IWM 15 Comments

    Summary

    • The Fed's latest statement posits more of the same for policy and better times for the economy.
    • How the Fed would like to manage the latest stage of a mature economic cycle.
    • The data evidence does not yet suggest a fundamental economic shift is underway.
  • The First-Quarter Earnings Rally And The Stock Market's Coming New Highs
    Apr. 17, 2014 SPY, DIA, IWM 8 Comments

    Summary

    • The first quarter earnings rally has arrived.
    • Interpreting the latest economic data.
    • Be careful of central bank policy intentions.
  • The Words Go Round And Round
    Apr. 10, 2014 SPY, DIA, IBB 21 Comments

    Summary

    • The stock market has conflicting narratives.
    • The FOMC wrestles with its own narrative.
    • What the Fed's latest words might mean for the near term in equities.
  • The Fed's Chessboard
    Apr. 3, 2014 DIA, QQQ, SPY 14 Comments

    Summary

    • The state of the economy.
    • The state of what the Fed thinks about the economy.
    • How it matters to the markets.
  • This Is Still Not The Big One
    Mar. 27, 2014 SPY, DIA, IWM 32 Comments

    Summary

    • Warning Signs in the Stock Market.
    • Seasonal Dynamics.
    • Looking Ahead at April and May.
  • Don't Mistake The Fed - Or The Market
    Mar. 20, 2014 SPY, DIA, IWM 20 Comments

    Summary

    • The market's reaction to the FOMC meeting.
    • First quarter softness.
    • A window of vulnerability.
  • Clouds Gather For The Economy - If You're Willing To See
    Mar. 14, 2014 DIA, SPY, QQQ 74 Comments

    Summary

    • What recent economic data is saying.
    • What investors want it to say.
    • The market's outlook.
  • The Greatest Winter In History
    Mar. 5, 2014 SPY, DIA, IWM 26 Comments

    Summary

    • There's more to the economy than weather.
    • Rising prices distort information.
    • The market is too complacent.
  • A Deceptive Top In Equities
    Feb. 26, 2014 SPY, IWM, XHB 34 Comments
  • The Weather, The Fed, The Economy And You
    Feb. 20, 2014 SPY, DIA, QQQ 8 Comments
  • Filling The Gap
    Feb. 13, 2014 SPY, DIA, QQQ 15 Comments
  • The Second Pivot Point For Equities
    Feb. 6, 2014 SPY, DIA 6 Comments
  • Equities Are Bowed, But Not Beaten
    Jan. 30, 2014 SPY, DIA 12 Comments
  • The Early Case For A First Quarter Top
    Jan. 23, 2014 IWM, QQQ, DIA 6 Comments
  • The First Pivot Point
    Jan. 16, 2014 SPY, QQQ, SH 15 Comments
  • A Different Outlook For 2014 - Part 2
    Jan. 9, 2014 VGK, SPY, DIA 11 Comments
  • A Different Outlook For 2014 - Part 1
    Jan. 3, 2014 VGK, SPY, DIA 21 Comments
  • A Sweet Time To Sell NetSuite
    Jan. 1, 2014 N 20 Comments
  • Valuations And Inflows On The Eve Of 2014
    Dec. 27, 2013 DIA, PSQ, QQQ 13 Comments
  • Lo, A Market E'er Booming
    Dec. 19, 2013 SPY, DIA, IWM 12 Comments
  • A Disturbance In The Force
    Dec. 12, 2013 IWM, SPY 19 Comments
  • The Case Of The Identical Job Numbers
    Dec. 7, 2013 17 Comments
  • The Jobs Report Could Mean Trouble For QE
    Dec. 5, 2013 DIA, IWM, SPY 9 Comments
  • Up, Up And Away - Almost
    Nov. 29, 2013 SPY, QQQ, IWM 11 Comments
  • The Fed's Last Waltz
    Nov. 26, 2013 28 Comments
  • Data Driving Directions
    Nov. 21, 2013 IWM, QQQ, SPY 8 Comments
  • The Myth Of The Accelerating Economy
    Nov. 14, 2013 SPY, IWM, QQQ 38 Comments
  • Beware The Complacency Of The Crowd
    Nov. 7, 2013 SPY, IWM, QQQ 12 Comments
  • The Stock Market's November Test
    Oct. 31, 2013 FDX, QQQ, QID 7 Comments
  • A Time For Caution
    Oct. 24, 2013 SPY, DIA, IWM 18 Comments