Stock Market, Economics, Equity Analysis
Monthly Archives: April 2012
Apr03
…and the market class starts whining + selling immediately as there was a TINY increase in dovish sentiment. The dollar spikes and everything priced in dollars must fall. Please find them a pacifier. Disclosure Notice Any securities mentioned on this…
Apr03
Apparently, Cisco's CEO Chambers was on Bloomberg and said government spending to "get tougher". With thousands of computers scanning for words or apparently listening for them we had a quick flush down en masse, but now have stabilized a bit. …
Apr03
As I wrote late last week the reaction to Red Hat's (RHT) earnings report (solid beat) and guidance (mild upgrade) by the market did not make much sense to me. But surely the investment base is not complaining. Disclosure Notice Any securities…
Apr03
This was a thesis I wrote about a few years ago on FMMF, and now the data continues to confirm it – in the "new normal" era where many people "bought" houses with little to nothing down – if not a…
Apr02
Late Friday I wrote: On the positive side it was nice to see stocks as a group have the ability to stay upright without a certain group of the same 10-20 stocks leading. We'll see if this is day 1…
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