Tedspick

The Un-Reagan and the Un-Rally

E Nuff Sed asks for more statistics. While rough, I pulled some numbers off the plotted data for dollar vs S&P 500 and cranked them into Minitab getting an "R squared" which gives us an estimate of 75% for the degree to which the value of the dollar influences stock prices. In other words the value of the dollar "explains" 75% of the stock rally. This is consistent with what the author is telling us. The estimate would be more robust if we added into the regression equation other relevant variables such as changes in corporate earnings. That might be what's driving the other 25%.

What a Look Back at the Japanese Market Tells Us

But we are about to elect a president more interested in protectionism and higher business taxes and punishing investment so the suggestions for how we should move forward mentioned above appear to be unlikely

Misguided Calls for Activism

Panskeptic missed a crucial point: you reduce regulation after you reduce the activisim that leads to the need for regulation.