On Break

11/16/2008

BMB On Break

It’s time again for a little BMB R&R, especially with the market behaving as bizarrely as it’s been. Maybe if we stop watching it start to behave a little better…

Posting will be very light and variable over the course of this week, but we’ll put up an open thread each market day for our readers to comment on the day’s market activity or to post any interesting links they might run across.

Check the space below for whatever the latest might be during this ‘off’ time, and please visit the various sites in the ‘Links’ and ‘Regular Stops’ for up-to-date market news and analysis.

BMB will be back in full swing by next weekend.

Posted: 1:00 pm

4/4/2005

Market Wrap

The market started off slowly this morning, weighed down by record high oil prices as crude traded above $58/barrel, but staged a modest comeback later in the day as oil prices pulled back from those levels and news came out that a civil settlement may be possible in the AIG case.

The Dow Industrials gained 17 points (+0.2%) to 10421, the S&P 500 added 3 points (+0.3%) to 1176 and the Nasdaq moved higher by 6 points (+0.3%) to 1991. The Russell 2000 gained 2 points (+0.4%) to 614, the Dow Transports gained 0.6%, the Utilities gained 0.9% and bonds held relatively steady with the 10-year Treasury yield around 4.46%.

Market internals were mixed, with a slight positive bias, with volume strong on the NYSE but weak on the Nasdaq. Advances/declines came in at 10 to 9 on the NYSE, but 7 to 8 on the Nasdaq. Up/down volume was also 10 to 9 on the NYSE and just less than 10 to 9 on the Nasdaq. New highs/lows were 58/57 on the NYSE and 41/134 on the Nasdaq.

Not a lot of significant movement in the industry groups, with airlines (+1.9%) and retail stocks (+1.1%) moving higher, and gold & silver stocks (-1.7%), oil stocks (-1.0%) and steel stocks (-1.0%) moving lower.

Crude oil finished the day’s trading at $57.01/barrel, the US dollar gained 0.4% against other major currencies, and gold prices fell to $424/ounce.

This market remains rather unconvincing as far as its strength is concerned, but doesn’t appear all that willing to fall farther at this point either. Time will tell.

Posted: 3:19 pm

It’s All About the Stock

Bill Fleckenstein’s latest column discusses what BMB has believed for a long time - that for many companies, it’s not really about earnings at all: it’s about keeping the stock price propped up.

No big surprise on my face.

Posted: 7:53 am