My partner Kevin sends me a reminder this morning that "When the markets break down investors look for alternative ways to make...
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On CNBC today, someone blamed today’s selloff on the weekend Barron’s piece trashing Phony and Fraudy. That raises an...
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Bob Farrell was a legend at Merrill Lynch & Co. for several decades. Farrell had a front-row seat to the go-go markets of the late...
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Fascinating stuff: Of all the lousy bourses, the SPX (White line below) is the least lousiest! >click for bigger chart...
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I had fun doing this interview with Henry Blodget of Yahoo Tech Ticker and SAI: Note: I don’t say we have to go below 10,000, but...
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Your hedge fund was concentrated in WHAT?
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At this point, you would have thought the Efficient Market Hypothesis would have died a quite death. But as is its wont on Wall Street,...
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In the beginning of the year, a column I wrote for Real Money discussed some lessons of the past year. It never was moved over to the...
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Crude Oil is down to $115 (continuous cash futures contract). We also have some Backwardation — meaning futures (September...
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Mea Culpa: I was surprised when I saw Mark Hulbert say that "Markets were up, but not ‘9-to-1 up" on Tuesday. I checked...
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