The Fat Pitch

Saturday, October 25, 2014

Weekly Market Summary

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While equities have recently become volatile, the underlying fundamentals have not changed. Companies are nearly halfway through their 3Q ...
Sunday, October 19, 2014

Weekly Market Summary

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After 27 months, SPX experienced its first 10% correction this week. As we have detailed many times, this was an exceptionally long and un...
Tuesday, October 14, 2014

Fund Managers' Current Asset Allocation - October

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Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one o...
Saturday, October 11, 2014

Weekly Market Summary

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SPX has gone 476 days without touching its 200-dma. Outside of 1998, this is the longest stretch since the 1950s. On Friday, after a 3% fall...
Saturday, October 4, 2014

Weekly Market Summary

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The bottom-line is this: if the pattern of the past two years is still driving the market's playbook, then a re-test of recent highs is ...
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