Users: Tim Knight: All Pages
When one compares current valuations and supporting economic fundamentals to data that preceded damaging market co...
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Sell the S&P – the stars have aligned: Hedge Fund Telemetry make a living out of market timing. The stars have a...
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Alarm Bells Ringing: Cantillon Consulting’s stock market thermometer, the Sotheby Indicator, is flashing warning...
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The Most Expensive Market Ever: As TTMYGH points out, the CAPE ratio is a better metric of valuation, as it strips...
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Crude oil doom
It’s been more than a year since the S&P 500 has suffered a 5% pullback...
The Dow has hit 31 all-time highs in 2017 and has done so with no more than a 3% pullback.
The S&P 500 has not seen a drawdown of more than 3% since the election last November. As PensionPartners' Charlie...
We’ve talked in the past about Pascal’s Wager and simple decision matrices, and couldn’t help but think that to...
For the 5th time this year, VIX spiked and was instantly crushed in the last week...
This chart shows those “adjusted” earnings per share for the S&P 500 companies (black line) and the S&P 500 index...
As of Friday, the aggregate P/E ratio is 24.3:
My favorite analog right now...........
Our Broken Economy, in One Simple Chart - The New York Times
Our Broken Economy, in One Simple Chart
Crash of 1929 - this is what I keep hidden under my mattress.
A fascinating statistic about the current no-vol state of the market, courtesy of Deutsche's Jim Reid, who points...
South Park rating by Episode and Season
What Recovery? The Great Recession Is Still With Us, New Study F...
Here is the most important chart I have seen in some months now. The chart shows the 'new normal' post-2007 crisis...
In total, the current breadth of the labor market is indicating that wages and salaries will move lower over the n...
Since The Fed (et al.) began tinkering (red shaded box), markets have slowly (and now quickly) died. Perhaps ev...
How unusual is this? Simple - it's never, ever (in 90 years of S&P history) happened before...
In fact - the last 11-days have been the quietest in the 90 year history of Bloomberg's S&P data...
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Trade balance with China/US by product
Is this, by any stretch of the imagination, the kind of economy in which the Federal Reserve should be tightening...
Below looks at the Gold Futures/Silver Futures ratio over the past decade. The ratio bottomed in 2011 and started...
Crude Oil is worth about a third (down 65%) of what it was worth back in 2008. It’s lost about half of it value...
After six straight months lower, PMI bounced in July (very slightly beating the 53.2 expectation) but ISM dipped a...
And what’s the first thing you sell when you lose your job and your stocks are tanking? That very same RV. Which...
Could these large decline present an opportunity in Coffee? Sure could! Below looks at the chart of JO and what th...
The zillionaires Bill Gates and Jeff Bezos
Most hated office jargon ("punch a puppy"???)
Mega-low sentiment on the US dollar
Below looks at the US$ over the past 18-years, with 30-week performance applied-
Deaths by airline (DAYUM, China!)
Most expensive construction projects in history
VIX has not closed above 10 for 9 straight days - starting with Yellen's dovish Humphrey Hawkins testimony - this...
Below compares the performance of EEM to the S&P 500 since 2011
Below looks at Copper Futures on a monthly basis, since the late 1980’s. A good deal of the past 30-years, Doc C...
Despite that realization that all is not as utopian as surveys once suggested, US equities have soared to record h...
China ETF (FXI) in 2015 started falling hard. While it was doing so, it left a “large unfilled weekly gap” on...
Russell VIX collapses to lowest level in history
Federal Reserve Bank - Credit Easing Balance Sheet
Below looks at Coffee ETF JO and the pattern it has been making the past few years-
Doc Copper could be attempting to do something it hasn’t for years in the chart below.
The stock market is near peak euphoria here (tracked by the ratio of Fwd P/E to VIX)...
Below looks at only Gold & Silver since the late 1990’s and why the price point in Gold & Silver are testing wha...
From 2001 until 2011, Gold & Silver both outperformed the S&P 500 by more than 500% each!