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First Japan in the tank, then the U.S. And ultimately China.
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Blue chips are rising, and economy-sensitive stocks are falling. This behavior characterizes the end, not the beginning of a bull market.
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Tech is the next sector to fall. Glad to have sold mine one by one,
DELL,
MSFT,
CLS,
AGYS.
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Defense is the right posture now. Looking to buy some puts.
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CAT's equipment sales look like a double dip.
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Buy gold stocks instead of ETFs if you're worried about tax issues.
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The DOLLAR carry trade is the "order of the day." But looks like another bubble.
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Natural gas, and stocks, will rebound. But when?
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"Pent up corporate demand for PCs?" Not that we can see, given layoffs.
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Appollo Group may be a scam, but a tradeable one.
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MSFT losing smart phone share. Glad to be out.
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Rising credit card delinquencies a precursor to rising defaults.
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Not a buyer of gold, because of short term overpricing, but not a seller either, because of long-term uptrend.
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VIX is rather low. The "eye' of a hurricane?
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Looks like one last rally. But in blue chips, not small caps.
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PLA not going anywhere on its own. Maybe a merger with Iconix is the best solution.
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MMC has long operated in a "shadowy" fashion. It's about time this finally caught up with them in a $400 million fine.
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Murdoch: Fewer, but "paying" customers. The "old economy" model. Makes sense.
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Dear Market Guy: China doing an "LBO" of Africa; or will, some day.
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We had originally thought the "break free" in gold would come in 2015.. But maybe it will come in 2010-2012, because of loose Fed policies.