Reviewing John Mauldin on Employment and the Economy

A thoughtful reader, considering my article yesterday where I took up the faulty analysis of subgroups in employment data, asked me about a recent newsletter from John Mauldin. John Mauldin writes a weekly newsletter with over one million subscribers.  From his accounts, he is an influential jet-setter who knows everyone important and provides the inside […]

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Weighing the Week Ahead: The Chartists Take Over

THE CURRENT MARKET ARGUMENT PITS the charts against the cheap, the increasingly worried tape readers who see an enduring downtrend emerging versus the spread-sheet studiers who spy increasing value with every percent decline in the Dow, and contend that stocks are over-anticipating a recession relapse. –Michael Santoli Michael Santolio, writing in this week’s Barron’s, captures […]

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ETF Update: Time to Buy Oil Exploration Stocks?

Energy stocks of all sorts have faced a double blow:  The Big Spill and concerns about the global economy. There is a fast-changing pattern of possible limitations on oil exploration.  Meanwhile, oil prices have fallen to recent lows.  The exploration stocks always seem to overreact to  oil prices.  My impression, admittedly based upon anecdotal information, […]

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