dramzi

Lucky 7s for the S&P 500: Could This Be a Near-Term Top?

Don't get me wrong, I enjoy and respect your analysis, but a 60-30-20 split of probabilities leaves the math a little suspect. On the other hand, given the breathtakingly unimaginable markets at play, a 110% base for outcomes may be realistic.

Too Soon to Re-enter Oil Stocks?

I can't object to the notion of buying them while they're low, but call me a pantsy. This feels like catching a falling knife. (I have a new knife set, VERY sharp, maybe that's why I'm worried....)

Peak Oil, Crude Price and Equity Correlation

How about this. The automakers saw their SUV and truck sales virtually disappear at about $3.60 a gallon. Figure out what that means per barrel of crude and you know your pivot point between business-as-usual and serious demand destruction. Of course that may change -- like a frog in a bath of boiling water -- but should be close enough for trading the next year or so...

Will We See Retail Health Clinics in the U.K.?

The question is does anyone care. Retail clinics are a bad idea that succeed marginally because of the inefficiencies in the US system and the primary care shortage. Neither of these conditions exist in the UK.