Choosing Risk Over Dividends
One last piece of not-so-anecdotal evidence: We have previously mentioned the relative outperformance of low quality stocks. What...
Brokerage IPOs, Trading Earnings
File this one under anecdotal signs that things have gotten a bit frothy. Under IPOs, consider: • A few months ago, investment-banking...
Sell Off on Light Volume
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...
One Last Comment on M3
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...
The Basic Tenets of My Investment Consciousness
Doug Kass published a terrific column — a list of sorts — of his investment tenets. The concepts that form the basis of...
Then & Now
Over the past 3½ years markets crawled higher, we have watched the gradual but steady build up of bullish expectations. You can see it...
How to Invest Like Boston Red Sox Slugger Ted Williams
You may have missed Scott Patterson’s column in last week’s Sunday WSJ (another good column buried on the weekend, Bill!)...
Edges for Individual Investors
An unusually sedate Jim Cramer has a very intelligent conversation with James Altucher about the markets, edges for individuals and the...
We’ve Gone Trading Contests Crazy!
Is it just me, or are there an inordinate number of trading contests suddenly going on? I wonder just what this means in terms of...