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Author: Michael Kahn

Organic Economic Observation

OK, I was not on the road yesterday, I was on the water taking a long overdue half a day off. Here is a little observation in the Peter Lynch tradition of walking around with your eyes open. A friend who lives on the waterfront...

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Kompliance

I am not going to use the soup-related Seinfeld term or mention where it happened but brokerage kompliance has gone too far.  Today, I was asked to submit a topic for an upcoming webinar. Let me start by saying I have had...

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Bye Bye Bankie!

I heard the news today, oh boy! (Beatles) About how my nemesis JPMorgan-Chase-WaMu-Chemical-MannyHanny-BankOne-BearStearns was slapped with a few million in fines by the SEC and FINRA. I am doing my part by finally moving my...

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The Boiling Frog

From Wikipedia (I love that site):The boiling frog story is a widespread anecdote describing a frog slowly being boiled alive. The premise is that if a frog is placed in boiling water, it will jump out, but if it is placed in...

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Bank lending war stories

The following is dramatized but the facts are true. I just had reason to talk to my county’s office of records this week.  This is where they record titles, liens and other real estate related items.  I would...

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Interest rates

Some interesting developments in the benchmark 10-year yield. This is the monthly going back the 1994 bull market (for yields) peak. Lots of room to rally (higher rates) before any technical resistance.Here is a closer view...

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SH looking pretty good

A weekly chart of the S&P 500 itself does not show the inverse of what the inverse S&P 500 ETF shows. I see a bullish divergence in weekly 14-bar RSI. If the March high is taken...

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A little fun with commentary

Yesterday, the subject lne was Fat Americans. Today we have “Vince” saying he will make us skinny, one slap at a time. But first, an excerpt from this morning’s Quick Takes Pro: Bernanke fallout sent stocks...

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Fat Americans

This is not about the markets so feel free to skip it. James Altucher wrote this on MarketWatch this morning.  Everyone acts like TV is dead, as if TV is some bastard stepchild that we don’t need any more now that we...

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Commodities – Cow juice edition

I guess it shows that I like to look at commodities and if eSignal had the data I’d look at all sorts of Journal of Commerce oddities (corrugated cartons, come to mind). Here is a chart of the barely traded July milk...

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