Stock Market, Economics, Equity Analysis
Monthly Archives: May 2012
May30
U.S. futures were down sharply this morning as the proposed Spanish shell game we discussed yesterday was denounced as a 'no go' by the ECB. Despite yesterday's equity rally the dollar did not budgt nor did bonds. In fact U.S….
May29
This blurb in a story on the disaster that was Facebook (for the brokerage investor base) shocked me – despite a huge rally from March 2009, trust in the stock market is only 2% higher than the 13% level of…
May29
A good summary piece in the WSJ on a topic we've been covering for many years; that is global wage arbitrage, especially at the blue collar level but (increasingly) at the white collar level. The story deals with the manufacturing…
May29
After having a traumatic few months, the bottom fishing in commodity related stocks (and almost anything Chinese related) has begun in earnest today as the theme of "Chinese stimulus" is the call of the day. [Even as it's denied…
May29
U.S. investors return from the long weekend to find futures up and shell games continuing across the pond. What has been interesting during almost the entire month of May is despite a market that has stunk during normal hours,…
Sidebar
Subscribe
Explore the Fund Mark Manages
