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Author: Michael Kahn

Break Time

For three strange days I had no obligations My mind was a blur I did not know what to do And I think I lost myself When I lost my motivation Now I’m walking ’round the city Just waiting to come to – School of...

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Dollywood

Here you come again Just when I’m about to make it work without you You waltz right in the door Just like you done before And wrap my heart ’round your little finger. – Dolly Parton, Here you come again (1977)...

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Greece as a buy?

I am not advocating it but opportunity is like a phoenix from the ashes. The question is whether the ashes are fully cooked. Again, there is no technical reason to say it has bottomed but at some...

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Why Wal-Mart is always a lousy investment

One of my favorite analyses is Wal-Mart vs. its suppliers. This is sort of like gold and gold stocks only Wal-Mart is usually a lousy investment. Here we see Wal-Mart in black and the ISE Wal-Mart suppliers index. Even a...

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La Cruz de la Muerte

I am trying to be like the rest of the media with catchy headlines but in Spanish or English, the stock market now has a black, or death cross in place in a growing number of sectors. The S&P 500, Nasdaq and Russell 2000 all...

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Well, now what?

Last week, my column was entitled “Will the Market Selloff Continue?” and I talked about an oversold market, ripe for a bounce but already in the grip of the bear. The original title before the editor got to it?...

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Reset

It’s times like these you learn to live again It’s times like these you give and give again It’s times like these you learn to love again It’s times like these time and time again – Foo Fighters...

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My Downgrade .02

Let’s start with the premise that the ratings agencies know what they are doing. Yes, I took my happy pills this morning. A downgrade may not mean anything to the bond market itself. Here is something I posted in a...

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