Call to ARMs
Alan Abelson hits on a favorite theme of ours: Bad financial advice given by a certain former Federal Reerve Chairman: "ANYONE KNOW...
Short Selling Surges to Record
The WSJ reports: "Short-selling activity jumped to a record at the New York Stock Exchange during a reporting period in which U.S....
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...
Microsoft is in crisis?
I frequently discuss Microsoft, and for many many reasons: They are a tech bellwether, a huge part of the S&P and Nasdaq 100 (and a...
Backing and Filling Week?
A quick note about this week, which is fairly light on major economic reports: Expect some digestion of the prior week’s gains this...
A Deceptively Simple Timing System
Interesting column by Mark Hulbert in the Sunday NYT about an econometric model I have observed over the years and have been impressed...
The Return of Abelson
"AS WE WERE SAYING BEFORE WE WERE SO rudely interrupted by a man dressed in a white smock and wielding a scalpel (thank heavens he...
Chart of the Week: Sell in May
Here is the classic version of the Sell in May chart: Source: Chart of the Day > In 2004, we noted you could Sell in May...
Eight lesson for Perplexed Perma-Bulls
I had a very interesting discussion with a usually bullish (but circumspect) friend who writes me: “Man, you bears had an 11%...