Source: A Dash of Insight
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...
Half Empty? No Such Thing!
Is the glass half empty, or half full? I have heard that question posed many times, and never been happy with the standard answer....
The Recession Buy Indicator
Interesting piece by Mark Hulbert in the Sunday NYT on the Recession Buy Indicator. This timing signal was created by Norman Fosback...