JP Morgan, The Next Recession and The Wave of New Jobs I did an interview with FOX Business on Friday where I offered my comments on the overblown mess at JP Morgan, which is the story of the day/week.  I also opined that the next recession in the US will likely be seen in 2013 or 2014.  I was somewhat surpised that the anchor thought that [...]

Is JP Morgan as Dumb as the Rest?  As you will read below, I don’t think this is the beginning of another leg in the financial crisis, nor do I think we will see more of this from JPM or other banks.  When you trade and invest, you don’t always win and sometimes the losses can be large, especially if people make some [...]

FOX Business I am going to be on FOX Business this Friday, May 11, at 1:20pm discussing some short-term paths for the stock market as well as some interesting long-term scenarios.

Once Again, It’s About Europe Socialist candidate Francois Hollande won the election in France, throwing the Eurozone into a tizzy as Germany no longer has a fiscally conservative partner in France.  This is going to get very interesting as we have Germany favoring austerity and a more hard line fiscal path, while France will look to curb the expense cuts, [...]

The Most Unloved Investment Last Wednesday, I participated in an interesting discussion on CNBC’s Closing Bell regarding what I consider to be the most “unloved” investment.  Most continue to scratch their heads as to why they haven’t cratered with the trillions of the dollars our Fed has created over the past few years.  But there are bigger stories at [...]

Stocks at Inflection Point Here is the article based on my interview with CNBC’s European Closing Bell from May 1. http://www.cnbc.com/id/47243367 The 2012 bull market still has further to run, according to Paul Schatz, president of Heritage Capital, an independent investment banking and advisory firm. Instead of a major selloff, Schatz believes that the equity markets will only peak [...]

CNBC’s Closing Bell I am going to be on CNBC’s Closing Bell with Maria & Bill at 3:10pm today discussing (defending) why I am the only treasury bond bull left on earth!

Local Bank News in Connecticut Long time readers know how critical I was of how the whole New Alliance Bank merger with First Niagra went.  While it was a good deal at the time for shareholders, their CEO and the bank said one thing over and over, yet their actions did the opposite. http://www.ctpost.com/news/article/Former-NewAlliance-CEO-taking-over-at-BNC-3492708.php New Canaan-based BNC Financial Inc., a [...]

Is Apple in Trouble? My negative Apple segment on Yahoo’s Breakout continues to be picked up by other websites… http://blog.experts-exchange.com/ee-tech-news/is-apple-in-trouble-aapl-apple-stock/ After a historic rise to nearly $650 per share, Apple stockhas dipped back below the $600 mark after a steady decline over the past week. As a result, the soothsayers have unsurprisingly emerged from the woodwork with their less-than-certain [...]

The Bubble in Apple It’s amazing that every time I take the unpopular view on the market, a sector, a general security or a stock, people come out of the woodwork to so easily dismiss the majority view as implausible or crazy, which is fine.  Everyone is entitled to their own opinion and I have always believed that respectful [...]