Pendulum

Long/short equity, value, special situations, growth
Pendulum
Long/short equity, value, special situations, growth
Contributor since: 2011
1/28/14
Pendulum
No Industry Is Safe From VC Disruption: http://tcrn.ch/1k26LKD
1/22/14
Pendulum
1/7/82 David Susskind Show: Is This Bull Market For Real w/ John Templeton: http://on-msn.com/1eSJoja $SPY $DIA Good perspective
1/17/14
Pendulum
Era of cheap apparel may be ending for US: http://cnb.cx/1dZg1tT $XRT $RTH
1/17/14
Pendulum
The future of jobs: http://econ.st/1awAU1V (Economist)
1/17/14
Pendulum
Stores Confront New World of Reduced Shopper Traffic: http://on.wsj.com/1awzQeo $XRT $RTH
1/17/14
Pendulum
The Tipping Point (E-Commerce Version): http://on.recode.net/1czriQG $XRT $RTH $AMZN
1/15/14
Pendulum
JPMorgan set to reap rewards of playing it safe on rates: http://yhoo.it/1dPTpfm $JPM
1/14/14
Pendulum
Regulators at Odds on Reining In China's Shadow Lending: http://on.wsj.com/L1BGKM $FXI
1/12/14
Pendulum
Will All-Aluminum Cars Drive Metals Industry?: http://on.wsj.com/1gyb3aC $AA $CENX $KALU $CSTM $DBB $NORN
1/10/14
Pendulum
As traffic slumps & teen-oriented stores struggle, retailers suffer worst holiday season since 2009 http://on.mktw.net/KNGW50 $XRT $RTH
1/10/14
Pendulum
Morgan Stanley Warns of Crisis Amid Inflation Sign: Japan Credit: http://bloom.bg/1hCEH23 $EWJ
1/10/14
Pendulum
Beijing Tests Tools to Tackle Bad Debt: http://on.wsj.com/1evKDEK $FXI $EEM
1/10/14
Pendulum
Low-End Retailers Had a Rough Holiday: http://on.wsj.com/1ipx2BM $FDO $SHLD $XRT $RTH
1/9/14
Pendulum
"Consumers' average share of spending in the form of a gift card rose to a record 23.7% this year" http://on.mktw.net/1eJGKg1 $XRT $RTH
1/9/14
Pendulum
DECEMBER SAME STORE SALES INDEX EXPECTED TO RISE 2.7% ON WEAK HOLIDAY SEASON: http://tmsnrt.rs/1gLwlm0 $XRT $RTH
1/8/14
Pendulum
Boeing's Key Mission: Cut Dreamliner Cost: http://on.wsj.com/1dfvmLG $BA
1/8/14
Pendulum
Selloff Accelerates in Emerging Markets: http://on.wsj.com/1dfupDi $EEM
1/7/14
Pendulum
Brown Shoe: Good Execution In 2013, Opportunities In 2014 And Beyond $CAL http://seekingalpha.com/a/15d2f
1/7/14
Pendulum
Restaurants Fear Clout of a New Food Giant: http://on.wsj.com/KzfgRp $SYY $CHEF
1/5/14
Pendulum
Top Fed officials zero in on next policy steps: http://reut.rs/19WkrAO $TLT
1/4/14
Pendulum
Regal Beloit: The Bullish Thesis Has Room To Run In 2014 $RBC http://seekingalpha.com/a/15b1n
1/3/14
Pendulum
Hilsenrath's Takeaways: Highlights From Bernanke's Speech http://on.wsj.com/19R0xXR $TLT
1/3/14
Pendulum
Kaman: Aerospace Opportunity Driving The Growth $KAMN http://seekingalpha.com/a/159jh
1/3/14
Pendulum
Manhattan Office Leasing Sets Record, Led by Large Deals: http://bloom.bg/1bDvU7V $IYR
1/1/14
Pendulum
Bullish On Tumi: Take-Off In 2014 With 30% Upside Potential $TUMI http://seekingalpha.com/a/157wb
1/1/14
Pendulum
Federal Mogul: Carl Icahn At The Wheel And 40% Upside Potential As Europe Rebounds $FDML http://seekingalpha.com/a/157o9
1/1/14
Pendulum
Analysis: Scarred U.S. consumers a hard sell for traditional retail: http://reut.rs/1eVo5SV $XRT $RTH (Reuters)
1/1/14
Pendulum
REITs: Diversifying, Real Returns for the Long Run?: http://bit.ly/19IllDX $IYR
1/1/14
Pendulum
Good post: What Comes After the Evans Rule? http://bit.ly/KksJM5 $TLT $TBT $TBF
1/1/14
Pendulum
The more things change, the more they stay the same: Anxious Youth, Then and Now: http://nyti.ms/KkqKaB
12/31/13
Pendulum
Abenomics Must Deliver More in 2014: http://on.wsj.com/1k3xpX6 $FXJ $EWJ $DXJ
12/30/13
Pendulum
China Local-Government Debt Surges to $3 Trillion, : http://on.wsj.com/1dOF6ce $FXI $EEM