Bull
Anatomy Of A Correction
While the current market setback of –5.8% doesn’t qualify as an intermediate correction, it’s close enough to the threshold to warrant a quick review of what such a correction—and the ensuing recovery—might look like.
Secular Bull Or Bear?
Is a new secular bull market underway? New highs in essentially all U.S. undermine the argument from the shrinking pool of secular bears. But new converts to the bull thesis should be concerned about the valuation levels already reached.
View From The North Country
Steve Leuthold lays out both the bullish and bearish stock market cases.
Inside The Bond Market
Weight of the evidence discipline remains neutral this month. Long T-bond six and twelve month worst case still seen only as 8.50% level.
Inside The Stock Market
On December 21, the Major Trend Index moved into "neutral" territory.
The Bulls Also Have Christmas In The Bond Market
In November, long and short rates did not move together, but in December they sure did.
Bullish On Bonds And Bearish On Stocks?
Last month we adopted a tactically bullish position towards high quality bonds while remaining very cautious towards equities.
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