The One & Done Crowd Strikes Again!
Once again, the portfolio wrecking crew know as "Team One & Done" have suckered investors for the umpteenth time (we have...
What Does Poor IPO Pricing Indicate About Sentiment?
What can we conclude about future market performance based on how successful or not IPOs are? Mark Hulbert looks at that question in a...
The Wall Street core-inflation index
How much of our belief systems are a result of our personal situation? Barron’s Alan Abelson channels David Rosenberg, Merrill...
The Market is Speaking, Are You Listening?
One of the great things about Wall Street are the people you get to meet. Yesterday was a case in point. One Monday, I wrote up a...
Fear vs. Fundamentals
I received this "informal note" from the Chief Economist of a mid-size, well known firm (it went out to institutional clients...
Why Some Rallies Must Go On Without Us . . .
NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Fri 7/24/2006 7:33 am EDT; An email went out...
Strong Opinions, Weakly Held
On Sundays, I like to post some form of general trading/investing advice. It makes for a nice respite from the week’s event-driven...
Options Trouble Punishing Tech
Back on July 11th, we warned that Options were going to be a key trouble spot for stocks: Options Options Options: ...
“We Now Return You to Our Previously Scheduled Microsoft...
My expectations are that the chattering classes will be all over Microsoft’s buyback announcement: A $20 billion tender offer for...
Random Walk and Outperforming Fund Managers
I’ve been debating several gentlemen on the 9/11 option grantee issue. The mainstream media (WSJ excepted) has been surprisingly...