jgpietsch

Weekly Rewind: Signs of a Nascent Recovery?

Hey, no disagreement here -- but maybe we get some upside juice into the new year, no? More importantly, the chart above is incorrect (week 39, not 49). Please see blog for correct chart at marketrewind.blogspot...., and sorry about that. Have a good weekend, Jeff

Mini-November Crash Update

Missing?

Six, as we all know, there is a government sponsored reinflation attempt afoot.

On a Return to Normalcy: Dow 8,500

So how much overshoot... I tend to think this market is not trading on valuation, though it's probably near fair value on that account. Right now it's a piggy bank providing cash for operations, capital base, and to make good on prior bets to the point of others on SA.

Why Is the Dow Outperforming?

Good forest through the trees answer BS. May also be "saying something" about the recent dollar + small cap rally. Not to mention the fact that other indice winners have been dumped recently to foot the margin bill, leading to their own momentum slide. Sad.

Mid-Cap ETFs: Why the Middle Is Creaming Small and Large-Cap ETFs

Also less susceptible to dollar reversal impact on earnings.

October 2007 Market Rewind: The Fed Beat Rolls On

A quick correction to my article, the magnitude of the back to back cuts are equivalent to 2001, the absolute level of 4.5% was last seen in January '06 -- Cheers.