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A World of Firsts 08-22-16

If you hope for a major upside break-out in stocks, don’t hold your breath. The indicators recently show weakening relative strength of the small fry, fewer stocks hitting new highs, and some grudging signs of upside in the commodity patch. Read more about A World of Firsts 08-22-16

Disappointment We Can Forgive 08-15-16

Bristol-Myers Squibb (BMY) was recently punished after its successful melanoma drug Opodivo failed to meet endpoints in a clinical study evaluating it as treatment for lung cancer. Bristol failed to show that the drug was significantly more effective than chemotherapy in newly diagnosed lung cancer cases. Read more about Disappointment We Can Forgive 08-15-16

The Good China News You Didn’t Hear About 08-08-16

The biggest economic news in the headlines in the past few days was Friday’s employment report. That made for pretty good reading. We saw another uptick in employment, to the tune of more than 250,000 new jobs in July, and a small increase in wages. Read more about The Good China News You Didn’t Hear About 08-08-16

It Still Comes Down to China 08-01-16

Oil prices were down quite sharply today. But while it could be easy to get alarmed over zigs and zags in the oil market, we don’t see any changes in the underlying realities that would cause us to revise our view that the big-picture view is that oil – along with other commodities – will be moving far higher. Read more about It Still Comes Down to China 08-01-16

What Keeps Me Awake At Night 07-25-16

When it comes to my family and my personal life, I confess that I tend to be a worrier. Over the years this has led to my share of wakeful nights, lying in bed worrying about a problem a child had at school, or about whether it was really a good idea to move to a new apartment, or even whether I’d left enough time to make a morning flight. Read more about What Keeps Me Awake At Night 07-25-16

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