Category Archives: General Market Commentary

GENERAL MARKET COMMENTARY

How You React

July 2, 2008 – 7:06 pm

I’m a little surprised we’re revisiting the Jan lows a second time, but we haven’t broken those lows from the March retest (yet) and I don’t really expect them to break. Volume looked pretty strong on the reversal day yesterday, and we didn’t get to those lows on today’s strong (but weaker than yesterday’s) […]

By Bill | Comments (1)

OhMyGawdItsaRecession!

June 6, 2008 – 5:30 pm

Yeah, right.
Nice little panic-type action today, with gold miners and clean energy being the only stock categories I track that didn’t puke into their Alka-Seltzer, and bonds and commodities – especially oil – being generally strong. This type of action never lasts too terribly long, and is analogous to a school of fish […]

By Bill | Comments (9)

Rotational Roars Ahead

June 2, 2008 – 8:50 pm

One of the benefits of tracking a portfolio like Rotational is that the data provides a real “global macro” big picture. Not to mention that the portfolio was on a tear for the month of May! Some things that came up during the analysis …
Bonds, as an asset class on average, still […]

By Bill | Comments (0)

Implications of Fallen Consumer Confidence

May 29, 2008 – 6:17 am

Last night I made three assertions about the “Consumer Confidence Index.” Here is a brief analysis of each point made; click the charts if you need a larger view:
The “Consumer Confidence Index” is a strong reactionary indicator to things that have already happened, that is, when the “Consumer Confidence Index” is plunging, you can […]

By Bill | Also posted in Economics | Comments (1)

Consumer Confidence Plunges, Bloggers Blog

May 28, 2008 – 8:01 pm

A lot has been written about the plunge in the Conference Board’s “Consumer Confidence Index.” The problem is not with the quantity of the writing about it, but with the quality of the writing about it. Generally speaking, most who mentioned it, did so in a newsreel fashion, presenting the headline number or […]

By Bill | Also posted in Economics | Comments (2)