8 Business Development Dogs Beget 10% To 19% June Upsides | Seeking Alpha
We have recently purchased several of these dogs as insiders have been barking loudly about the opportunity. Seriously this is one of the few areas in the market where insiders are buying. Names we…
Fed Challenge
We are long TIPS, short TLT. This is a trade that will need leverage to work well but it isn't very volatile. Iraq meltdown is a wildcard though and we have a light position on now. Another firm…
Paypal should move quick to name Braintree CEO
Ebay will be well served to move quickly to replace departing PayPal President David Marcus with their recent purchase of Braintree President and Founder, Bill Ready BILL READY CEO , Braintree…
The Value Trap- Walter Energy
Value investing is considered riskier than growth investing. At least that's what they teach you in modern portfolio theory as taught in business schools today. Value investor's want to purchase a…
A sure fire way to beat the market, I guarantee it!
Everyone in my business is consumed with beating the market. What if I told you I knew a sure fire way to beat the market? It's simple really. Buy the SPY, the S&P 500 ETF, on margin. You'll…
As predicted PPI was hot, CPI will be hotter
The PPI number came in hot. I expect the CPI number tomorrow, Thursday, to come in blazing hot. I keep looking for asymmetrical ways to express this view. In other words, limited downside,…
Here it comes-stagflation
STAG-FLA-TION with a hot PPI and CPI print this week, talking heads will be all over the return of stagflation. Sub-par economic growth and rising input costs across the board will make for…
Markets Watch, Warily, for a Small Bump in Inflation - WSJ.com
We are positioned for this trade with shorts on the XLU and put option on it as well as puts on the Vanguard Utility ETF, VPU. Both of which have made nice runs this year and could pull back some on…
Wage Pressure Begins to Build - WSJ.com
We wrote in our quarterly letter that we expected inflation to rise more than expected. The CPI and PPI next week should give the new Fed Chairperson, the chance to exhibit her inflation fighting…
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…