TraderWise

The calendar says buy.  (Crossing Wall Street)

A spike in bearish sentiment.  (Bespoke)

The yield curve is about as steep as it gets.  What it means for stocks.  (Bespoke also Crossing Wall Street)

The S&P 500’s P/E ratio as jumped.  Should we be concerned?  (Crossing Wall Street)

High yield spreads are back down to levels last seen in September.  (Bespoke)

Individual investors (and newsletter writers) have pulled in their horns.  (Bespoke, Marketwatch)

Consumer discretionary stocks continue to outperform the financials.  (Bespoke)

Why a 200 day moving average might work:  the market likes trends.  (Crossing Wall Street)

Is the short squeeze finally over?  (Bespoke, FT Alphaville, Market Talk, Thursday links: basic economics 1 year 23 weeks ago

Eddy Elfenbein, “Basic economics tells us that profits can only go so far without sales growth — sales growth has been dismal. “  (Crossing Wall Street)

Bond yields are low, but what about real yields?  (Bespoke)

The Dow hit its bull market high ten years ago today.  (Crossing Wall Street)

A reminder of just how crazy the last nine months have been:  the S&P 500 is up 62%.  (Bespoke)

Trying to explain what happens in the markets on a daily basis is a mug’s game.  (Mean Street)