Sidebar It was more than twenty-five years ago when I first met Doug Kass.   He had recently left Putnam Investments in Boston where he managed a fund.  Doug moved to NYC and began trading his own account.  I was with Rothschild Inc. at the time …

Follow-through?

The Markets Equity futures are off a bit after yesterday’s historic blow-out.  Oil is giving up some gains, as well.  Gold, which demonstrates seemingly quixotic pricing, is down hard. Should we open lower I would like to see the S&P hold 813.  The close at …

The Markets Markets are soaring.  The broad averages are up 4%. S&P at 796 and seems to have a problem with 800.  Should it continue to lift the next immediate resistance level is 803, some say 805.  But that seems like splitting hairs.  Now, we …

Stability

The Markets The world’s markets are awash in optimism this morning.  Asia finished up 2%-3%.  Europe bourses are up equal amounts, more towards 3%.  Everyone seems to like Obama’s performance last night on 60 Minutes as well as Geithner’s new plan.  There is little question …

The Market Pre-market futures have been dodging and ducking all morning.  First up with news that Citi may reverse split it’s stock then down with news from FedEx.  The latter disappointed most with its earnings and forecast. Yesterday’s extremely aggressive move by the Fed has …

Mr. Shankapotomus

As if scripted the market eked out a green finish.  Somewhat eerily the S&P finished at 756.55, just off the 757 which some hold as both resistance and breakout. Market internals were upwardly biased at the close, a pleasing sign. So, now we must wait …

Standoff

At noon the Dow vascilates between down 50 and up 20. The internals are almost even but tilting towards negative. The 2:30 hour, again, may tell us a definitive direction. I bought some TWM, as suggested earlier, as the market leans towards down. But a …

This morning appears to have picked up where last night left off.  Equities, gold and oil all up. Bonds could be under pressure despite this week’s excellent treasuries auction .  China’s Premier, in his annual press conference wagged his finger at the US.  He expressed …

Will You Still Love me Tomorrow?

Everything was up.  Gold, Treasuries, Equities and Commodities, including a 11% move in crude.  That is an unusual day! While the broad averages were not up as much as Monday the mid-caps, as judged by the Russell index were up more than 6.5%.  That may …

A Melt-up

Markets are roaring.  Positions taken this morning by many are up 5%-10%+. If you are not in wait for a pull back.  Market  strategists are likely to say we are overbought at S&P 745. No telling how long we can make this last.  But if …