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  • Personal Income, Savings and Retail Stocks: Reality Speaks [View article]
    Perhaps the year-over-year decline is dramatic by historical standards, but measured against such rhetoric as "retail sales have fallen off a cliff," and against talk of the economy "sinking into a black hole," I find the above numbers reasonably comforting. That being said, US retail is not a sector I like for the long-term.
    Jun 28 09:47 am |Rating: +1 0 |Link to Comment
  • Insiders Are Selling into the Rally [View article]
    Insiders may not always be right, but their collective track record is better than that of any individual prognosticator known to me. Regardless of the long-term potential in today's market, stocks still do sell off on disappointing news more often than not. And who is in a better position to judge the likelihood of disappointing looming news than iinsiders at the respective companies. I'm still invested, but very strongly hedged as of Friday's close.
    Apr 25 10:54 am |Rating: +1 -1 |Link to Comment
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