Seven Stock Blunders
Along the lines of our earlier post is this nice round up of investing/trading errors via Glenn Curtis: Ignorance may be bliss, but not...
Adding Alpha to Portfolios
While I am traveling, I wanted to CHERRY PICK a few charts from my day job: Fusion IQ: AMGN had a buy signal on 6/23/2008 DNA had a buy...
No Shorting. That’s the Rule.
A long/short hedge fund manager of my acquaintance went to short some Morgan Stanley (MS) via a B/D that clears through Wachovia: The...
Quote of the Day: Michael Belkin
“Most global stock indexes have decisively broken below their 200 week moving averages, which is a major trend reversal. The...
Quote of the Day: James Montier
James is an unusually clear eyed analyst: “In good times, few focus on such ‘mundane’ issues as earnings quality and footnotes....
Paulson & Co Opening New Fund to Re-Capitalize Banks
There is no small amount of irony in this: "John Paulson, the money manager whose wagers against the U.S. housing market helped him...
Those Damn Short Sellers Are Just Killing It!
There were a sew of articles in the papers today about just how much money those damned shorts are making! First up, the WSJ, who looked...
BankAtlantic DESERVES to Go Belly Up
Suing an analyst over a report is akin to blaming the shorts for your stock price: It is a waste of time and corporate resources, a huge...
Capitulation? The Evidence is Decidely Mixed
It looks like we have mixed evidence as to whether last week represented a Capitulatory low. My best guess is that last week will be an...