We periodically post commentaries from our market-analysis team on topics that we believe are of interest to investors. To view a market commentary, please click on the corresponding link to a PDF below. Charts are courtesy of StockCharts.com.
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Confidence Is Eroding and the Economy Is Vulnerable – October 14, 2011
A Tale of Two Markets – July 12, 2011
Feeling Lonely Again in Our Investment Outlook – April 15, 2011
Excessive Bullishness Is Reason for Caution – January 31, 2011
Caution Is Warranted After Market Advance – January 7, 2011
New Storm Clouds Gather… – October 25, 2010
Interest-Rate Sensitivity and Duration – October 18, 2010
Inflation or Deflation? – July 2, 2010
Greek Aid Package: Helping Hand or Trojan Horse? – May 10, 2010
Outlook Uncertain as Stimulus Wanes – April 5, 2010
It's Still About Housing – March 1, 2010
Highways and Driveways Reflect Changing Attitudes – February 1, 2010
Confusing Reality with a Perfect World – January 19, 2010
Bond Vigilantes Show Signs of Life – January 4, 2010
Mortgage Modification Program Falls Short – December 21, 2009
Unemployment Arithmetic – December 7, 2009
Debt, Delinquency, Default and Denial – November 23, 2009
Deleveraging Cycle Kicks into Gear – November 9, 2009
Is Earnings Feast a 'Tainted Banquet'? – October 26, 2009
Lend, Amend, Extend and Pretend – October 12, 2009
Dysfunctional Banking System Poses Risks – September 28, 2009
A Look Behind the Employment Numbers – September 14, 2009
A Speculative Frenzy in Worthless Stocks – August 31, 2009
Rising Bankruptcies Are a Sign of the Times – August 17, 2009
Productivity Gains Point to a Jobless Recovery – August 3, 2009
Government Motors – The New GM – July 20, 2009
Trading Down: Cheap Is the New Chic – July 6, 2009
Debt Bubble Is Lost and Gone Forever – June 22, 2009
Bernanke Gets an Economics Lesson – June 8, 2009
The Fed's Not-So-Hidden Agenda – May 26, 2009
Stress Tests: The Fix is in – May 18, 2009
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