Seeking Delta
Contributor since: 2010
Sentiment Update: Slight Decline, But Still Bullish
Thoughts on Fixed Income Portfolio Positioning (Bond Edition)
Sentiment Update: Active Managers Betting the Rally Will Continue
Missing From Bernanke's Testimony: Negative Consequences of QE2
January 2011: The Best and Worst of the S&P 500
Sentiment Update: Investor Sentiment Bounces Back
Individual Investor Sentiment Drops
The 5 Cheapest Global Equity Markets
Are Corporate Tax Cuts Needed?
World Market Valuation Heat Map and What It Means for Investors
Sentiment Update: Still Bullish
Market Outlook: 10 Reasons to Expect a Correction
Markets Remain Volatile - Protect Yourself With Diversification and Portfolio Balancing
Revisiting the Best and Worst of the S&P 500 in 2010
Corporate Profit Margins Ripe for Mean Reversion
Sentiment Update: Investor Bullish Sentiment Remains High
Sentiment Update: Meet the New Year, Same as the Old Year
ISM Manufacturing, Construction Spending: A Brief Recap
Robert Shiller's S&P 500 Forecast for 2020: Is He Overly Optimistic?
The Best and Worst of the S&P 500 in 2010
Sentiment Update: Pullback in Bullish Sentiment, But Confidence Remains Elevated
Bernanke Failing to Learn the Lesson of Sweden’s Central Bank
QE2 Creates Opportunities for Contrarian Value Investing
Everyone Is Bullish
Recap of Today's Economic Data: No Major Surprises
Contributions to Final Q3 GDP
Sentiment Update: A Warning From the Not Too Distant Past
Corporate Profits: What the Current Level Tells Us About S&P 500 Returns Over the Next Five Years
Small Business Loans: A Look at Supply and Demand
Number of Those Not-in-Labor-Force Suggests Unemployment Rate to Remain High
How QE2 May Impact Corporate Profit Margins
Personal Income, Employment Cost and Implications for Inflation