Stock Market, Economics, Equity Analysis
Monthly Archives: January 2012
Jan04
Bill Gross' first missive of 2012 excerpted below… please go here for full read. Interestingly, Gross qualifies LTRO [Dec 20, 2011: LTRO - a New Acronym to Learn] as quantitative easing…. indeed, he actually calls it a form of ponzi…
Jan03
With the pre-warnings we began seeing in mid December, I believe this might be one of the trickier earnings seasons in recent memory. 2009 was full of low expectations and 2010 benefited from the waves of job cuts of 2008-2009,…
Jan03
I don't feel quite as befuddled as I did a few hours ago as quite a few people I respect in the Twitter-sphere have all commented on the same action I noted earlier today. Most of the leadership stocks (what…
Jan03
While on the surface today it is a blockbuster day, the action under the current is quite curious. If you believe in 'tax loss selling' and 'window dressing' today is a great day to prove your point. People were piling…
Jan03
Construction spending came in at +1.2% versus expectations of 0.3-0.4% so a positive there (although previous month revised down). As for ISM Manufacturing the trend continues to improve – this is the best reading since June at 53.9. That beat…
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