Browsing Tag

equities

Random Shots – 2011 Musings Edition

Claus Vistesen
by Claus Vistesen (work in progress, but I thought that I would publish it thus far, stay tuned for more additions) I did have some plans to do a series of post to give a brief overview of my main macro and trade themes for 2011, but time…
Daily

Reading the Tea Leaves

Annaly Salvos
by Annaly Capital Management Today’s “must read” comes courtesy of Professor Jeremy Siegel of Wharton Business School and “Stocks For the Long Run” fame. His Wall Street Journal op-ed, titled “The Fed’s Policy Is Working,” can be read…
Daily

Rosenberg: Ten Investment Themes for 2011

Guest Author
The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…
Markets

Enjoying Melt-up Day… ?

Claus Vistesen
There ain't nothing as good as a good short covering/melt-up rally day. The market has been in a flux the past weeks, but today's move proves, I think, that the upside surprise is much stronger than the downside and that the equity still…
Markets

Why The Stock Market Is Vulnerable

Comstock Partners
by Comstock Partners In our view the market, at current levels, is highly vulnerable to a major downturn as a result of negative fundamentals and high valuations. Following is a summary of important factors likely to impact stocks in the…
Markets

QE2 Is Failing?

John Lounsbury
I know I have seen that QE2 is failing a number of times in the last 24 hours. In support of such statements I offer the following two graphs from the 5 Min. Forecast: Since QE2 hasn't really started yet, it might be more…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More