Month: May 2014

Back in Time

Are you telling me that you built a time machine… out of a DeLorean? Of course not. It’s 2014 and the environmentalists would go crazy. We built one out of a Tesla Model S and we’re headed back to… May 2007. The economy is humming along and we’re over five years into an expansion that […]

The current U.S. equity market has something for everyone.  Whether you are bullish or bearish, there is no shortage of indicators or charts you can use to support your thesis. Let’s run through both the Bull and the Bear case here. In the spirit of Confirmation Bias, feel free to skip ahead to the part […]

Has the Fed Repealed Mean Reversion?

  • Markets
  • Charlie Bilello

Few investors are likely appreciating just how rare the last 18 months have been. The S&P 500 has now gone 373 trading days without a test of its 200-day moving average, an extraordinary feat. In fact, the record over the past 50 years was set in the historic run-up of 1995-96, where the S&P 500 […]