There's something happening here. What it is ain't exactly clear

1. The volatility in the markets related to Fed meetings has been accelerating. Generally the first reaction up or down was the contra trend reaction.  In other words, the market will be higher a few…


Boehner Raises Obstacle to Allowing Immigration Vote - NYTimes.com

Why is this important?  Well, if you're the Chairman of the Board of Cognizant Tech Solutions, CTSH, it's very important to the future of your business.  Recently CTSH has been clobbered along with…


Carnival gets a nod from Barron's Roundtable

This weekend Barron's roundtable member, Brian Rogers, plugged our largest holding, CCL.  If it gets the bounce we expect Monday, we'll probably lighten up a little as we have an outsized position.…


Get your shopping list ready

We've sold a number of puts in some names we'd buy if  it reaches our price targets.  Wednesday, 6-13 will be an interesting day as the market probes new recent lows.  We are picking up more Dresser…


Apple- a force for good

Apple unveiled without much fun fare the slickest new computers in eons.  Combining blistering state of the art performance with a sense of design not seen in years, this new workstation computer is…


More room to run for Apache according to widely read Heard on the Street.

More room to run for Apache according to widely read Heard on the Street. HEARD ON THE STREETJune 2, 2013, 7:32 p.m. ET Million Barrel Blues   By LIAM DENNING Evolution: It is messy, it takes…


Flippers Ride Housing Wave - WSJ.com

They say history doesn't repeat itself exactly, it rhymes. By NICK TIMIRAOS David McNew for The Wall Street Journal Real-estate investor Robert Ganem, shown in a Ladera Ranch, Calif., home, said he…


Wall Street Week Ahead: Good news on jobs may be bad for stocks - Yahoo! Finance

Wall Street Week Ahead: Good news on jobs may be bad for stocks By Caroline Valetkevitch NEW YORK (Reuters) - Standing conventional stock market wisdom on its head, investors may wish for…


The Real Reason Millennials Don’t Buy Cars and Homes | The Exchange - Yahoo! Finance

Shareholders are not the only ones disappointed with Facebook.  Advertisers have generally been underwhelmed by their ad spends on the Facebook platform.  Apparently Millennials don't buy much of…