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See ya

by Henry Becker 04.23.2012

This will be the last post on this blog. As many of you know I have merged my firm into a larger firm and have taken over as Director of Research for the acquiring firm. Effective 4/1/2012, I have assumed the role of Director of Research at Lighthouse Wealth Management. So, if you would like [...]

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The tug of war

by Henry Becker 01.26.2012

James Rickards wrote it in his book Currency Wars I just put it into an image.  Thanks for the great book Jim!

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Was 2011 the most volatile year?

by Henry Becker 01.16.2012

Recently, I put together a study of market volatility. The study used the daily New York Stock Exchange (NYSE) advance-decline data going back to 1970. Advance-decline data simply looks at the number of stocks advancing (increasing) and the number of stocks declining in value. What I looked for was outsized ratios of daily advance-decline data. [...]

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Current Environment

by Henry Becker 01.07.2012

I had my my current market commentary conference call transcribed and turned into report form. Current Environment 2012

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Protected: Current Environment

by Henry Becker 12.29.2011
Thumbnail image for Protected: Current Environment

There is no excerpt because this is a protected post.

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Nice to see others agree…

by Henry Becker 12.02.2011

Bob Janjuah from Nomura Bloomberg interview presented with no commentary other than not much one can argue with in this video.

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Which one is true?

by Henry Becker 10.19.2011

The chart below looks looks in agreement until the beginning of 2011.  The disconnect between year over year retail sales change and consumer sentiment is the widest it has been in more than 15 years.  For the chart to get back in line either YoY retail sales will fall, sentiment will have to rise or [...]

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Weekly Mutual Fund Flows

by Henry Becker 10.19.2011

I will let the chart speak for itself.

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Very scary chart

by Henry Becker 10.19.2011

Late last week I was toying around with the charting on the Federal Reserves website.  While I think most government statistics are not very useful the more basic ones tend to be more accurate.  So, I charted GDP then laid over Total Credit Market Debt (includes government and private debt).  The reason I chose these [...]

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Letter to CFTC

by Henry Becker 10.06.2011

Commodities Futures Trading Commission 3 Lafayette Center 1155 21st St NW Washington, DC 20581 Chairman Gensler and Commissioner Chilton, I am writing to you today concerning the protection of every American’s wealth. I am an American citizen with great concern for the destructive path of debt our country is on as well as the continued [...]

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