Folks, I love it when we start out a week in the green. Though we may find out that the markets are a little illiquid today due to the Columbus Day holiday, everything is on fire early in the session. If you’re looking for the reason behind this bounce, look no further than Europe. Although [...]

Folks, coming out of the long Independence Day weekend, expect to see a market that’s in a holiday condition for the next few weeks. This is the time of year when American money managers typically take their summer vacations, which means activity will tend to slow down. Seasoned pros hate these times because volatility is [...]

Folks, despite all the negative news and selling we’ve seen in the last few weeks, the markets are bouncing back a bit this morning. We’re seeing that strategic asset reallocation dynamic at work, with interest rates on the 10-year T-Note creeping up as cash moves out of fixed income and is redeployed into equities. Why? [...]

Folks, earlier this week I talked about the loaded spring that is the 10-year treasury bond. I suggested that a lot of the money that came out of the commodities markets was being docked in what’s perceived as a safe harbor until it’s time to put it to work again. Well, it looks like that [...]

Folks, as I mentioned yesterday, I went out to Las Vegas to attend The Money Show. It was a great time. I’m always happy to see a few thousand people congregate to learn more about the financial services industry that used to be such a mystery. I talked to a lot of people while I [...]