Hi guys! So we got stock futures drifting down into minus land (slightly) after yesterdays rebound in lighter trade. Like we were saying --that even if there may be no big direction in general there's always direction bigtime in individual market sectors. Time to focus on which one. fwiw. claims & home sales today. Here's what's got my eye this AM:
High Frequency Hyperbole - Part II - Asness, Brown, Mendelson, Mittal, RCM
We Haven't Seen a Bull Market, Yet - Russell Redenbaugh/Jim Juliano, RCM
Is a Bond and Stock Correction On the Way? - Michael Gayed, MarketWatch
China's Vulnerability to Bad News - Philippa Malmgren, International Econ.
We're in a stock 'correction right now': Gartman And "there's more selling to come,' closely followed investor Dennis Gartman tells CNBC. CNBC
No, stocks aren’t wildly overvalued: Citi strategist finds hole in Shiller’s CAPE Tobias Levkovich says the Nobel-winning professor committed a critical error in constructing his cyclically adjusted P/E valuation model. Daily Ticker
