About Those Companies Brought Down by Rumors . . .
Here’s a question I’m curious about: We’ve heard from oh-so-many people how whisper campaigns have brought down so many...
Classic Retail Broker Stupidity
A retail broker I worked with many years ago sends an email asking about Freddie Mac (FRE): "It looks cheap, the government...
Pricing in a Bush Presidency
We continue to hear a steady drumbeat of partisan political market commentary from all the usual quarters. Their claim — stunningly...
Markets After Big One Month Declines
Welcome to a new quarter, back from the long holiday weekend, and to the start of another earnings season. There are many cross currents...
The Bear is Back, Part II
Yesterday’s Bear is Back table was re-envisioned and reformatted as a chart by Jake: via Jake I don’t really buy breaking the...
Barron’s: The Bear’s Back
This week’s cover story has a nice wrap up of the current market, along with some good research from the boys at the Bespoke Group:...
Trading Buy
Our Institutional Research firm — my day job — made a short term buy call last night. Its only a trading call, but I will see...
Welcome to the Second Half!
NOTE: This Market Commentary alert was originally emailed to subscribers at Ritholtz Research & Analytics on Tues 7/1/2008...
Lehman Brothers $20 Price Target Complete
In the beginning of June, I noted that Lehman Brothers (LEH) was reiterating a sell signal on the Fusion IQ ranking system. So too was...
Crude Oil = $143+
At a certain point, the falling dollar and runaway Oil prices are going to have to take precedence over the economy and credit crunch....