Margin Calls and Behavior Shift
Aaron Task mentions a fund manager who stated that Margin calls — which we have seen recently — are the end of the sell off....
Mystery of the Awful Economists (Part III)
Last week, we observed that the WSJ was also wondering about the Dismal set (The Mystery of the Awful Economists, part 2). The Journal...
Confirmation Day? No
A few people asked if yesterday’s reversal counts as the previously discussed Confirmation Day. The short answer is no: It requires...
New Column up at Real Money (04/11/05)
. My latest Street.com column, "Don’t Look for a Bottom Just Yet" is up at RM. It is loosely based upon Bottom...
The Bubble in Bubbles
There’s a notorious old saying: “Generals always fight the previous war.” It applies just as much to investing as it does to...
Chart of the Week: AnnualGrowth: Mortgage Debt, Real Estate,...
The chart below depicts annual growth in mortgage debt as well as real estate assets, and on the right axis shows owners’ equity as...
2005 Q1 Performance
Some eye opening charts on Q1 2005 performance: >click for larger chart courtesy of WSJ > As NYC Mayor Ed Koch used to say (before...
Cash is King
I meant to post this last night (it went up at RM) but Man, this market cannot hold a bid, can it? I’ve been watching the breadth...
Do fundamentals or emotions drive the stock market?
McKinsey — the fine folks behind some of the worst financial ideas of the past 1/2 century — ask the question: Do...