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: ...
Want to Buy Stocks Making 52 Week Lows? (Don’t)
Some Street.com readers criticized the "never buy a stock making a 52 week low" statement made previously in this space. I...
“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...
One Day Wonders or True Bottom?
Rallies like yesterday’s embolden bulls and chasten bears. The question of the day is: Was this merely a vicious bounce in a longer...
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...
1929 Crash and Bankers
An anonymous emailer asks: "You’re pretty harsh on these execs, What should they have done?" Fair enough question. When...
The Apologist’s Fund: a 9/11 Options Grantee Investment
One of the tools available to investors when determining where to put their money is the ability to evaluate corporate management. For...