Econbrowser notes the conflict between the notion that a surge in gold prices presages inflation when the TIPS market is reflecting relatively steady inflationary expectations.
Mark Hulbert at Marketwatch.com notes that one long standing equity market model is indicating an overvalued market.
On the other hand Ticker Sense notes that the number of oversold stocks versus the number of overbought stocks has reached a level not since seen since October 28, 2005, indicating an oversold market.
Timothy Middleton at MSN Money thinks international equity investors should be moving money from the strong performing small and mid-cap arena to larger caps.
The Capital Spectator has some troubling statistics showing earnings expectations, especially after taking out energy companies, are trending lower.
Thomas Kostigen at Marketwatch.com notes that the carnage in the convertibles market has lead to strong rebound in the new year.
Paul Kedrosky at Infectious Greed has a nifty little graphic showing the “circle of financial envy.” Worth a look (and a chuckle).
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