Why Oil Tycoon Rich Kinder Feels Undervalued - Corporate Intelligence - WSJ
One of the more colorful quarterly earnings calls this season. Its refreshing to find someone who is buying their stock when all of the Googles, Linkedin, Yelps, Facebooks, etc of the world can't…
Where Are the U.S.’s Millionaires? - Real Time Economics - WSJ
By ERIC MORATH CONNECT The state making the fastest climb up the millionaire rankings doesn’t have a single Tiffany or Saks Fifth Avenue store. The closest BMW dealership is a six-hour drive…
……Apple Knows Exactly What It's Doing With Its iPhone Business - Business Insider
No coincidence, Business Insider pumps this story when Apple is the rare up name in an ugly tape. I do agree with the thesis and one up it, Apple is just plain cheap. The Nest acquisition is a bit…
China overtakes US as world’s largest goods trader - FT.com
China overtakes US as world’s largest goods traderBy Jamil Anderlini and Lucy Hornby in Beijing©AFPChina became the world’s biggest trader in goods for the first time last year, overtaking the US for…
Emerging Market Stocks Are too Cheap to Ignore - Barrons.com
Sax Angle Partners owns EEM, iShares MSCI Emerging Market ETF. We prefer to invest in companies where management is buying but that information is not available in these markets and having just got…
Insiders are unloading stock at an unprecedented rate, especially at the "disrupters"
This scary chart from the Washington Service provides a graphical view of the flight from equities by C level officers and directors. There has not been a time in recent years when insiders have…
Beware of the black swan. Black swan events were introduced…Goldman Sachs: These Stocks Could Pop in Early 2014 - Stocks To Watch - Barrons.com
Only two names on this list grab me as having notable recent insider buying They are Apache and Tenet Healthcare. By Ben Levisohn Picking underperforming stocks has not been a winning…
JP Morgan look back at performance metrics for the year
2013 – a look back at performance metrics for the year US equities saw gains across the board in 2013. DJIA +26.5%, SPX +29.6%, SPR +30.12%, Nasdaq +38.32%, Wilshire 5K +30.45%, Russell 2K +37%.…