Housing Stocks Are Key to This Market (RealMoney.com $)
Stocks connected to the sector will take it on the chin if the housing index falls further.
06:21AM 10/05/09
Housing Bears Are Ignoring the Stock Tells (RealMoney.com $)
Too many names levered to the industry have had monster moves for the bottom to be false.
11:14AM 09/18/09
Missing the Big Picture (RealMoney.com $)
Don't heed the pundits; allow yourself to believe things are improving.
06:30AM 09/17/09
Industrial Production Numbers Tell Good Story (RealMoney.com $)
Prices for caustic soda and chlorine are good indicators of a rebound.
11:18AM 09/16/09
Parallel Housing Universes (RealMoney.com $)
In one it's stabilizing, in the other it's doing better -- the truth lies in between.
01:23PM 08/17/09
Go With the Banks, Not the Builders (RealMoney.com $)
Homebuilders just don't have a compelling case until home prices appreciate.
06:05PM 08/11/09
Why the Rally Suddenly Makes Sense (RealMoney.com $)
The jobs report backs it up in a big way and removes a lot of worry.
12:10PM 08/07/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 08/01/09
Contradictions Abound (RealMoney.com $)
The market isn't making a lot of sense, but the positive action is clear.
10:09AM 07/29/09
Autos and Housing Picking Up Steam (RealMoney.com $)
These are very important trends to watch on the macro and micro fronts.
04:28PM 07/27/09
Stop Waiting for the Turn (RealMoney.com $)
Like the housing bottom, waiting for the economic recovery will make you miss out.
12:26PM 07/23/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 07/04/09
Stay Ahead of the Lagging Housing Index (RealMoney.com $)
Case-Shiller won't give you the all-clear until months after the real housing bottom.
09:42AM 06/30/09
Smartphone Stocks Send a Clear Signal (RealMoney.com $)
Palm's results affirm that tech stocks have reasserted their leadership.
11:30AM 06/26/09
Catch up on his thinking on the hottest topics of the past week.
10:01AM 06/20/09
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