How predictive is insider buying? Ask the folks at Merrimack.
We mentioned in our quarterly letter than we had picked up small stakes in handful of beaten down biotech stocks that insiders were buying. One of those was Merrimack, the largest percentage gainer…
Gold was a big loser in 2013. Why it could be different this year.
I believe that you will soon see a noticeable and rather unwelcome uptick in inflation due to the rise in asset prices and the improving employment picture. The Federal Reserve has a dual mandate, to…
Buying the winners is a sure fire way to lose
When I trained brokers at Paine Webber we used to bring in mutual fund wholesalers to pitch us their latest and greatest funds. It was an optional meeting and had good attendance. After all it was…
UAL insider likes we he sees, maybe you should too
DJ United CEO Back in Market; That's Been Harbinger -- Market Talk 15:48 EDT - United Continental (UAL) CEO Jeff Smisek's purchase of 20K shares Monday "bodes quite well" for the airline's…
1st Quarter 2014 Partner Letter
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Why stocks may be sniffing out inflation
Why stocks may be sniffing out inflation. Is it time to buy gold or gold miners? We think its a favorable trade. It wasn't that long ago that it was gospel to have 5-10% of a conservative…
Trading Desk Photos - Business Insider
Trading Desk Photos - Business Insider. Yours truly about 17 down or so. The one from Park City of course. Not a bad place to have to trade from.
Einhorn Sees Tech Bubble - Business Insider
Einhorn Sees Tech Bubble - Business Insider. Hedge fund manager David Einhorn, who runs Greenlight Capital, says that we're witnessing a tech bubble, CNBC reported citing his fund's quarterly…
The Flaw In Passive Investing - Business Insider
The Momentum Stock Meltdown Has Exposed A Big Flaw In A Very Popular Investing Strategy Passive investing, or investing in a benchmark index and letting the money ride, is probably the most…
No surprise the market acted poor this week
The relentless cram down of IPOs has come to a screeching halt as 4 of the 8 deals to price Thursday night got postponed. The insane valuations many Internet stocks traded at and still trade at got…