I haven’t published for some time now. Why bother? The economy was tanking, and the market was rallying. Made no sense to someone who’s been managing money for 30+ years,…
I’ve hinted many times over the years that the most robust leading indicator is the ISM (Institute for Supply Management) manufacturing index. Last Friday, the report was – not surprisingly…
Over many years I’ve marveled at how reliable consumer sentiment has been as a contrarian indicator. When it reaches rock bottom then the markets, followed by the economy begin to…
We’ve watched a bit of a bear market rally in stocks, but also saw the same short term narrowing of corporate bond spreads (the difference between the yield offered by…
I’ve written before (many times) about the fact that strong consumer confidence is not at all good for the markets. You must have heard the news: “The Consumer Confidence Index increased in…
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