A Brief History of Financial Engineering
Killer slice of history from Bloomberg Business: click for utterly ginormous infographic Source: Bloomberg Business
Writedowns vs Underwriting Scorecards
Smackdown! WDCI vs LEAG . . . Well, not quite. Today’s interesting MSM pick of the day is a Bloomberg column on none of the latest...
Analysts’ Profit Forecasts: Worse Than Ever!
> "At the start of the year, profits at banks, brokers and insurance companies were projected to rise 22 percent in 2008,...
Stocks Breaking Down on Volume
My partner Kevin sends me a reminder this morning that "When the markets break down investors look for alternative ways to make...
Adding Alpha to Portfolios
While I am traveling, I wanted to CHERRY PICK a few charts from my day job: Fusion IQ: AMGN had a buy signal on 6/23/2008 DNA had a buy...
Understanding How to Analyze Market Metrics
Longtime readers of mine — going back to the email days 10 years ago — will note that at various times I have been bullish or...
Lehman Brothers $20 Price Target Complete
In the beginning of June, I noted that Lehman Brothers (LEH) was reiterating a sell signal on the Fusion IQ ranking system. So too was...
Visualizing Data
My friend Paul has a chart from BP’s data, Visualizing Global Oil Markets: 1965-2007 (not my favorite chart porn in the...