Expect volatility: tomorrow all the major indexes rebalance -- so that means that all the major indexers will rebalance, too.
V-mania has afflicted technology stocks -- that's an opportunity both for asset allocators and sector allocators.
Speculation about a forthcoming anti-deflation policy initiative in Japan continues to mount.
Unless a "V" recovery va-va-va-vooms into earnings and reflation hard and fast, we've got an unbalanced market that favors a shift out of tech stocks and into bonds.
The pounding of the bond market reflects expectations that the Fed will soon switch into a tightening mode. It's more likely that even after tomorrow's funds rate cut, the Fed won't be done.
Some would have us believe recent data suggests that an early recovery is all but assured. It's not.
We've rallied back from death's door -- but we're still well within the context of recession.
Some smart people are talking about an end to deflation -- but if it keeps going, here are some facts you need to know.
A real anti-deflationary policy thrust might finally be in sight in Japan, giving rise to compelling investment opportunities.
Arthur Laffer must be rolling in his grave. Wait... he's still alive!