Signs of the Bear: Ned Davis
I pulled a few key lines from an interview in Barrons last week with Ned Davis, a technician and quant wonk whose institutional service...
Margin drops $6B on NYSE
In the beginning of the month, we had noted that Short Selling Had Surged to a Record. Now, we may be seeing the opposite side of that...
Not Expensive vs cheap
This quote is typical of sell side rationalization: “One of the things that makes this market confusing is that some valuation...
Waking the Bear
This was in last week’s Barron’s but since I’m now on the high seas (and possibly without access to the web)...
Google Checkout
The initial reports were wrong. The new service is not, as was previously stated, G-Buy or Google Wallet, but Google Checkout. And the...
eBay revisited
Last month, I noted that Yahoo!, eBay, Amazon.com had all made 52 week lows, and explained why I don’t like to buy stocks in that...
15 favourite investor fallacies
This nice collection of 15 favourite investor fallacies comes to us via Incademy (a subsidiary of Global-Investor.com). "Beginners...
The Media Goes Blog Crazy!
We have previously discussed the MSM’s tentative probes into blogging. We first looked at the WSJ’s blogging moves, and then...
Why the Real Estate Slow Down Matters So Much
Last night on K&C, Larry asked me about the improvement — after 5 down months — in New Home Starts. My answer was a...
Old Stars Don’t Lead New Bulls
One of the most common errors investors make is going back to their list of old favorites: These typically include the former superstars...