Why was there not a rally on Thursday relative to the positive news? Are we ‘tired’ of good news? The Greek deal done with promises of cuts in spending for billions in loans to pay debt? Jobless claims were good again and improving. Apple gained 3.5% on the day to lead the NASDAQ 100 index higher. [...]

On Tuesday we discussed the wall of doubt and it is still in play. What will it take to keep the markets moving in an upward direction? The discussion below is food for thought relative to the broad market moving forward.
1)  Geopolitical risk remain for the markets overall as the issues relative to Europe and [...]

Boring day for stocks – no news to drive the markets higher or lower. Volume remains low which allows for directional changes without much effort, but without an event or catalyst to drive direction investors were happy to sit and watch. Greece gets credit for the market’s lethargic day. The inability to come to any [...]

Investors are growing more comfortable with risk and willing to shift money into risk based assets. Why the shift in thought process over the last eight weeks? Simply put… greed. The movement of the markets have been on a positive trek higher since mid December and with each push higher money flow shifts from “safer” [...]

Quiet day for the broad markets on Thursday as investors look to the jobs report today. The consensus is improving jobs are the most important data point for investors moving forward. While I am not sure that is true we will accept the proxy as an key data point. The expectations for the number are 121,000 new jobs [...]

Maybe I should have talked bad about the market sooner. The move on Wednesday pushed the indexes higher, but it still showed some doubt the last hour. The small cap stocks were the clear winner adding more than 2% on the day. Basic materials were up 1.35% and financials gained 1.6%. This pushed the S&P 500 [...]

The market is turning back to the up and down syndrome, with the end result of moving sideways the last week. The headlines are full of how great January was relative to the broad market indexes. The news makes great headlines, but what is the market doing now? The more relevant question for investors is [...]