September Surge?
Last September was not a lot of fun. Fortunately it set us up for a great October and a strong finale into the new year. Small wonder that September is challenging. September's historical record is…
Why is the market going up?
We've blogged repeatedly about our view that the investment community has yet to remark stocks based on a 10 year 2% risk free rate of return. We are now in a period of ultra low interest rates that…
Insiders are selling at a furious clip
The ratio of insider buying to selling has dipped to lows not seen since 2007. Although insider buying is a far more useful indicator than selling, this chart makes me nervous especially after the…
The Dow Jones Credit Suisse Hedge Fund Index Finished Up 1.42% in July
The Dow Jones Credit Suisse Hedge Fund Index Finished Up 1.42% in July New York, August 15, 2012 – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad Index”) finished up 1.42% for…
Thoughts on Apple vs. Samsung trial
I doubt if the two companies will settle and my guess is that it goes to the jury next week. If someone blinks, it will be Samsung. After all the trial is in Apple's backyard and you know the last…
Notes from Enercom 2012
First of all men's suits are back in force. Everyone is wearing a suit. My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…
Analysis: Obama presidency great for stocks. Will it help him? - Yahoo! Finance
Reuters - Barack Obama often gets slammed for his stewardship of the U.S. economy, but for stock investors, hes been one of the best presidents since World War Two.At 1,400, the S&P 500 on Friday…
This Chart Shows That The S&P 500 Can Do Well Even When Earnings Suck - Business Insider
CHART OF THE DAY: Stocks Often Rise When Earnings Are FallingMamta Badkar | Aug. 8, 2012, 10:05 AM | 524 | 1inShare2 EmailMore Investors have recently been pessimistic on the U.S. stock market and…
Something Shocking Is Coming to the McDonalds Menu - DailyFinance
Something Shocking Is Coming to the McDonalds Menu By Travis Hoium via Something Shocking Is Coming to the McDonalds Menu - DailyFinance. We love Big Mac at these price by the way. Our analysis…
ABREAST: Macro Funds Struggle as Officials Whipsaw Markets - WSJ.com
Macro Funds Show Micro ReturnsArticleComments 1MORE IN MARKETS »smallerLargerBy TOM LAURICELLA and JULIET CHUNGGlobal financial markets continue to be whipsawed by policy makers and economic news,…