We are due for a down month, there hasn't been one for 7 months now and only 2 since November 2011

There hasn't been a down month in the S&P for 7 months now and only 2 down months since November 2011. We are more than due. f I'd even lay odds that its is January as we are down .05% now.  From…


The lack of insider buying is notable and lamentable for the long only investor.

This chart from Barron's doesnt' paint a bullish picture in my opinion. Only one buy and the rest are sells. Does make you stop and wonder. The lack of insider buying is notable and lamentable for…


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…


My Black Swans of 2014

Beware of the black swan. Black swan events were introduced…