Don’t Press to the Downside
I meant to post this last [Wednesday] night, but got back home too late to do so. Rev Shark gave some good advice yesterday afternoon...
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...
More on Why Former Market Leaders No Longer Lead
I mentioned last month that Old Stars Don’t Lead New Bulls; In light of the recent bloodletting on the Nasdaq, I brought this up on...
Blogger Market Sentiment Poll
Ticker Sense has started a "Blogger Market Sentiment Poll." The survey of 35 of the web’s most prominent investment...
The Bounce Goes Boing!
I spoke with TheStreet.com’s Liz Rappaport yesterday about the markets; she very much captured my perspective: "The bounce...
The Long Tail
So last nite was a Kudlow & Company appearance; Larry was absurdly complimentary on my "Avoid BIg Cap Tech like the Plague"...
Capitulation? Hardly
For the past 2 days, Rev Shark at Real Money has been talking about the recent action as a Capitulation. I have to disagree. Perhaps I...
The Bull Case
“Know the enemy and know yourself; in a hundred battles you will never be in peril. When you are ignorant of the enemy, but know...
A Preview of Q2 Earnings
Is Q2 the quarter where earnings disappointments impact the markets? After 14 quarters of double digit year-over-year earnings growth, is...