May 2013

May 29, 2013
Hmmm. Moving on we have the fact that lumber prices are acting funky but I haven’t been able to come up with reasonable conclusion about this yet. Should we care about lumber? Read more >

May 28, 2013
So what have I missed? I’ve been gone about a week and noticed the market got shaky all of a sudden, did we discover gravity again? Read more >

May 16, 2013
Most of this glorious price action was kicked off by my boy Tepper after he went all crazy bullish on CNBC Tuesday and I wanted to point you towards this Yahoo Finance poll to drive home a point about sentiment. Read more >

May 13, 2013
Make no mistake, the bearish case now TOTALLY revolves around less QE so they will almost certainly dance around their fire and beat the drums of “this will all end badly” in the near future. Read more >

May 3, 2013
Futures screamed higher off the news and I got that 1,600 print I said would happen last week (let me take a tiny victory lap at least). Read more >