Stock Market, Economics, Equity Analysis
Monthly Archives: January 2012
Jan26
Yet another eye opener via the New York Times utilizing Apple (AAPL) as an example in describing the Chinese supply chain, especially via Foxconn. Foxconn if you recall suffered from a spate of suicides about 12-24 months ago, and was…
Jan26
I had proposed at the beginning of QE2, we are now in a QEn environment. My working assumption is when QE2 ended last spring we'd have about a 6-8 month window before the desperate Federal Reserve began QE3. I was…
Jan26
As mentioned quite a few times, despite the broad index movement, this rally has truly been concentrated on cyclical groups since the turn of the year. Perhaps no company represents cyclical more than Caterpillar (CAT), certainly within the industrial space….
Jan25
On first listen this is the only major change I heard from the Fed statement just announced. I am wondering at this point if we're going to get an interest rate hike in my lifetime. Not that the Fed has…
Jan25
Happy Fed Day! While everyone awaits "the pullback" that sometimes feels like it will never happen, one should point out that the rotation I pointed out a few weeks ago in [Jan 13, 2012: The Mutually Exclusive Rally] has created…
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