"Amazon makes no sense," begins a recent article trying to grasp the impact of this one company on so many other companies and industries.  As Bloomberg points out, "Executives at the biggest U.S. companies mentioned Amazon thousands of times during investor calls last year, according to transcripts—more than President Trump and almost as often as taxes."

Watching the yield curve steadily flatten over the last couple years, I'm reminded of the classic relationship between the shape of the yield curve and recessionary periods.  However, Janet Yellen is here to say those fatal words, "This time is different."

High yield or "junk" bonds are often a leading indicator for stocks as they gauge bondholders appetite for risk.  Although key high yield indices have held up in recent months, breakdowns in the two largest junk bond ETFs suggest further downside for the equity markets.

I was not surprised to hear of the coming demise of e-readers.  In a time when we're consolidating from needing many devices to needing only a few (I just used my iPhone to mute my Amazon Fire TV), I always felt e-readers were a temporary phenomenon.

A good friend and former colleague of mine asked me how I keep organized.  The short answer: I work really hard at it and still feel I have a long way to go!  The long answer: my approach involves a mix of insights I've gathered from books, planners, people I respect.

I can't stop thinking about this visualization I saw recently showing the population in U.S. states over the last 100 years...

One of the best ways to get color on leadership in the equity markets is to look at the 11 sector ETFs.  With the S&P 500 testing the top of a clearly defined range, it seemed an opportune time to review these sector charts and compare them to the broader index.

Well, after one year of sharing many behavioral, technical and market insights through social media, it finally happened.  I guess I knew this day would finally come, but it surprised me nonetheless.  That's right, someone labelled me a "permabull".

A sideways, or range-bound, market represents an equilibrium between buyers and sellers.  I wrote a piece over at seeitmarket.com recently about the S&P 500 settling into a price range between its 50-day moving average (a common short-term trend indicator) and its 200-day moving average (a good long-term trend indicator).

With some healthy volatility returning to the markets, I've seen lots of commentaries speculating on the reasons for this correction.  I thought it would be helpful to remind everyone that there are exactly three reasons why markets correct...