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Last week was the definition of volatile, not only for the stock market but—as you’ll see below—for economic data as well. Despite relatively weak retail numbers, consumer sentiment readings improved. I’m thinking optimism for the coming retail season is warranted, given the improving jobs picture and dramatically lower energy prices. As for the stock market, […]

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In that the stock market is a market because it’s where buyers and sellers meet—and that the player on one side of a transaction essentially disagrees with the player on the other side—there are forever two opposing cases to be made about a given security, and, of course, about the market as a whole. Having […]

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