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Author: Michael Kahn

One more from the road

Today’s column talks about changing attitudes towards risk. From junk bonds dropping as T-bonds rising to a rally in the dollar to frothy sentiment this month in surveys and even yield spreads between short and long-term...

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Rails

Warren Buffett and crew may be meeting to discuss the intricacies of their Burlington Northern acquisition but have you had a look at CSX? This is one of the other big rail stocks and it was testing last week’s upside...

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Insiders Selling?

I will be traveling to Florida this afternoon to attend a marketing event for our mutual fund (see link to website on the right) so I won’t be able to post between now and tomorrow. Here is something I found at “The...

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The rally will end Feb 15

OK, now that I have your attention, just look at this chart with some time relationships. If, and that is a big word, each segment of this rally is the same length in days then Feb 15 is trading day 70 since the October closing...

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Car Metals Jump the Shark

Love that phrase. Why car metals? The two below are used to make car parts.Both platinum and palladium ETFs are not trading (PPLT and PALL, respectively) and after some hefty run-up, both underlying metals look ready to fall....

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The Re-Fi fallacy

From CNBC this morning – Robert Brusca, of Fast and Opinion EconomicsHousing is affordable – but the banks are not lending because they do not want to lock in mortgages at these low rates. The hurdles are huge...

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Market Quake

The media were all over the massive earthquake in Haiti this morning, discussing not only the human tragedy but also how such events occur. While certainly not the same as a devastating earthquake, I think there will be a market...

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Shipping a winner?

Transports pooped on the bears again last week following breakdowns in many components, most notably FedEx. Then the rails and UPS exploded higher and Monday the transports ETF (IYT) broke above resistance, albeit on low...

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