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Dog Days of Summer

Submitted by frost on Mon, 08/30/2010 - 17:15

August 30, 2010

This summer has been about as hot as I can remember. When it is this hot, you want to do what a dog would naturally do - slow down, find some shade and take it easy. This reaction is about the only logical explanation for what is happening in the market right now.

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Market Conditions

Submitted by frost on Thu, 07/01/2010 - 12:57

July 1, 2010

Does it feel like déjà vu all over again? This market correction is going on longer than most – and we – expected. So what is the market telling us?

The economic recovery is stalled. It appears at this moment that the surge we got in Q4 2009 was a rebuilding of inventories and now that it is done, there is little to no carry-forward. That is what it looks like and that is what it feels like, but is that reality?

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Perspective

Submitted by frost on Fri, 06/18/2010 - 08:31

June 18, 2010

It has been a life-changing month for me and my family. For those of you who do not know, on May 15th I was hospitalized for treatment of a pulmonary embolism. I had multiple blood clots in both lungs, which the pulmonologist estimated were blocking 90% of the blood flow from my heart to my lungs. Every time a doctor sees my CT scans for the first time, they give me a look that tells me they are amazed that I am still here.

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A Greek Tragedy

Submitted by frost on Thu, 05/20/2010 - 17:48

May 20, 2010

Today marks the first technical correction (commonly defined as a price decline of at least 10%) that we’ve seen since the beginning of the current bull market that began in March of 2009.  We first referred to the possibility of a correction in our February 4th Insight and while we were a little early in our prediction, we aren’t surprised at the outcome. Once again, fear rears its ugly head as worry over Europe and the uncertainty surrounding financial reform continue to weigh on the minds of investors.  

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What Does This Button Do?

Submitted by frost on Thu, 05/06/2010 - 18:18

May 6, 2010

Just after 2:30 p.m. today one of our analysts stormed into my meeting to tell me the market had just plunged 8% in a matter of minutes. At first I thought he must be wrong. I have been through some big market declines, but this was the biggest thing since 1987. Indeed, the Dow had tumbled nearly 1,000 points in just a matter of minutes.

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Wall Street Revealed

Submitted by frost on Mon, 04/19/2010 - 15:26

April 19, 2010

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The Outlook Remains Encouraging

Submitted by frost on Mon, 03/29/2010 - 16:22

March 29, 2010

US stock markets have recently rallied to new 18-month highs as economic reports suggest improving conditions. The long-term outlook remains encouraging for the economy and the stock market, but prospects for another short-term pullback or correction like the one we saw in late January have increased.

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Correction or Bear Market?

Submitted by frost on Thu, 02/04/2010 - 18:47

February 4, 2010

Today’s Insight comes from Todd Smallwood, Iron Capital’s new director of trading. More information below on Todd’s vast experience.

Many investors have been concerned by the drop in the US stock markets from the January highs and are asking if we are in a correction or worse, the beginning of a bear market. Let’s break it down.

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Great Expectations

Submitted by frost on Tue, 01/26/2010 - 16:17

January 26, 2010

Have you ever noticed how your expectations going into an event can have a dramatic impact on your enjoyment of that event?

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A New Decade

Submitted by frost on Wed, 01/06/2010 - 16:22

January 6, 2010

It seems everywhere I look this week I see stories about how bad the last decade was. Of course the two recurring themes are terrorism and the economy, since the decade began with the bursting of the technology bubble and the day no one will ever forget – September 11.

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