The most hated bull market in history is slowly but surely turning into one built on perennial optimism. If there was one major insight from 2013 it was that the [ … ]
Rail Traffic Continues to Show Positive Economic Signs
Rail traffic continues to post strong numbers as the year comes to a close. Through 51 weeks intermodal traffic has posted a 4.5% year over year growth rate – not far from Q3 GDP of 4.1%. The weekly reading of 6.4% brings the 12 week moving average to 7.2% which is just shy of a 9 month high.
9 Positive Signs Heading into 2014
There’s been a lot of chatter in recent months about the stock market getting ahead of itself. But at the same time we shouldn’t ignore the fact that the economy [ … ]
2014: The Year of Inflation’s Return?
Here’s a trend I see in research notes and in the financial blogosphere – predictions of the return of inflation in 2014. Some of these predictions are coming from [ … ]
The Single Greatest Predictor of Future Stock Market Returns?
Jesse Livermore, who you can follow on Twitter, wrote another tremendous post over at his site here. In this latest post, he constructs a very smart way of looking [ … ]
The 13 Biggest Investing Mistakes to Avoid
I really liked this concise view on investing mistakes to avoid via Ben Carlons at A Wealth of Common Sense: The Bill Russell investment strategy is about avoiding the crippling [ … ]
Rail Traffic Jumps to Near Record Highs
The latest rail traffic trends showed continued strength as intermodal traffic recorded its seconded highest ever weekly reading. Intermodal traffic was up 6.4% year over year and the 12 week [ … ]
A QE and Stock Market Thought Experiment
There are two camps in the world when it comes to thinking about QE and the stock market. There are those who view QE as an asset swap that is [ … ]
EuroZone ZEW Points to Stronger Equity Markets
Interesting data point here from Guggenheim’s weekly note which might be of particular interest for European readers: “The ZEW survey of investor expectations for economic growth in the euro zone [ … ]