Stock Market, Economics, Equity Analysis
Apr30
The action last week was quite impressive, in light of the news flow. Market participants entered to a gap down on European worries Monday morning, but lows of upper 1350s that were reached in early April held (potential "double bottom"…
Apr29
I had another opportunity to speak with Andrew Horowitz this weekend — last we spoke [Mar 12, 2012: A Chat with Andrew Horowitz] the market was in "teflon" mode (at least in large caps) in early March but of course…
Apr27
I've been focusing a lot more on individual stock reports this week (and will next week as well) as a lot of the more interesting names in the mid cap space are during this time frame. There have been some…
Apr27
Lost in the Spanish debt downgrade and U.S. GDP was "more QE ma'am" from the Bank of Japan announced overnight: The Bank of Japan added monetary stimulus for a second time in three months amid mounting calls from lawmakers to redouble efforts…
Apr27
PIMCO's Bill Gross has a wide ranging interview on Bloomberg discussing all sorts of topics from more QE, the Fed following the Bank of England's plan to ignore any inflation as 'temporary' so they can continue ultra easy policies, the…