Financial Sense
Market Observation
The cyclical sectors of the market have been weakening over the last few weeks while defensive sectors have strengthened, a sign of sector rotation that typically occurs prior to market tops. Additionally, there were a few canaries in the coal...
Featured Editorial
The market took comments regarding QE in a negative light and sold off sharply after hitting cycle highs yesterday. The S&P 500 traded off by 1.25% and the Dow was lower by 0.77%. Six of the ten S&P sectors sold off by more than 1%...
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More FS Editorials
Feb/21
- Philly Fed Index Contracts for Second Month by Doug Short
- Bloomberg Ignores Fed, Gets Lending Story Backwards by Lee Adler
- Gold’s Regular Morning Mugging by Adam Taggart
- A Brief History of the Chinese Growth Model by Michael Pettis
- Fed’s Commitment In Question by Tim Duy PhD
- Sequestration “Tail Risk” Becomes Reality by Sober Look
Feb/20
- Market Reacts Negatively to FOMC Comments by PFS Group
- Market’s Bill of Health – Short Term Correction Looks Underway by Chris Puplava
- Fatal Combination for Nuclear by Andrew McKillop
- Mining Deep for Gold by Ed Carlson
- Gold Falls Below $1600 for First Time in 6 Months by Ben Traynor
- Visualizing Bob Farrell’s 10 Investing Rules by Lance Roberts
- Financials Masking Weak Internals of the Canadian Economy by Danielle Park
- U.S. Air Force Report to Congress Bashes Navy’s Biofuels Program by Robert Rapier
- Inflation, Housing Starts Add Pressure by Sheraz Mian
- Housing Starts Fall from Five-Year High by Tim Iacono
- And the Pressure on the Bank of Japan Rises by Tim Duy PhD
Feb/19
- Defying Gravity by Erin Swenlin Heim
- Daily Market Recap by PFS Group
- Second Place Is First Loser by Ned W Schmidt CFA
- France Plans to Prohibit Cash Payments Over €1,000 by Jon Matonis
- G-20 Green-Lights Another Big Move in the Yen? by Bruce Krasting
- Follow the Bouncing Ball: Serious Misreporting of the Sequester News by Russ Winter
- Real Estate Advance Indicators by Pater Tenebrarum
- Opting Out of Obamacare – Not Even Labor Unions Want It by Michael Shedlock
- As Spring Approaches, Will the Corporate Sector Expansion Peak Once Again? by Sober Look
- Hedge Funds Gone Wild by Douglas Noland
- Incredible Confusions, Part 2 by Detlev S Schlichter
- China’s Dispute with Japan by JR Nyquist
- Momentum Is Good Right Now But Trouble Is Lurking by Joe Duarte
Feb/15
- Markets End Flat as Wal-Mart Executives Complain of "Total Disaster" on Sales by PFS Group
- Gold Approaching Critical Support by Carl Swenlin
- Gold Leaps Into Backwardation by Keith Weiner
- World Plunges Into Recession by Dwaine van Vuuren
- The Big Four Economic Indicators: Update by Doug Short
- Top 1% Received 121% of Income Gains During the Recovery by Michael Shedlock
- Euro Area GDP Data – Bad, But Describing the Past by Pater Tenebrarum
- Consumer Sentiment Rises? by Tim Iacono
- Jobless Claims Numbers Should be Interpreted with Caution by Sober Look
- Welcome to the New Cold War by James Gruber
