Our parade of anecdotal evidence continues. Next up a WSJ article on Margin Loans. "As borrowing costs increasingly pinch consumers,...
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I am working on a column on Stock Tips, and in my research I came across this unbelievable chart. Its from Jason Goepfert of...
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Yesterday’s moonshot was a marvelous thing to behold. The market took off on soft PPI and housing data, lit the second stage...
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How is it possible that many of the year-to-date gains for the major indices – excepting the first weeks’ run up – have been all...
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One last piece of not-so-anecdotal evidence: We have previously mentioned the relative outperformance of low quality stocks. What...
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File this one under anecdotal signs that things have gotten a bit frothy. Under IPOs, consider: • A few months ago, investment-banking...
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Just a quick note: despite all the red on your screens, the selling seems to be on rather modest volume. That suggests more of a buyers...
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We started beating the M3 drum back in November 2005. It seemed to us — on the basis of the rapid increase in M3 versus M2 alone...
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Doug Kass published a terrific column — a list of sorts — of his investment tenets. The concepts that form the basis of...
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But . . . Nice commentary on the Sell Side . . .
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