“Words from the Wise” this week comes to you in a shortened format as my traveling in the US precludes me from doing my customary commentary. However, a full dose of excerpts from interesting news items and quotes from market...
Read MoreAnother good week, slight improvement in my 5K. But my pants are falling down, and I have to wear my belt tighter belt – so that is a sign in itself.I was inspired to improve my fitness in part by this post from and Fear...
Read MoreThis week we made several $100KP Adjustments, which triggered during Tuesday’s chat. However, only the entries on the new tradeswill be adjusted as the intention of the portfolio is to do weekly adjustments only on trades once...
Read MoreACT I Jane: It is a thorn in my side that the blog name header is above the “dashboard” nav section in the admin, since in MU installations and with plugins (like stats), things in the Dashboard section span multiple blogs....
Read MoreIn this chapter, Klarman examines the junk bond market in depth to illustrate how Wall Street can create investment fads, only to leave investors much poorer when the tide goes out.In the early to mid-1980’s, Wall Street...
Read MoreThere was a slight shift in sentiment towards the US and Euro-zone economies over the week and this made it more difficult for the US currency to make ground. The dollar pushed stronger over the first half of the week, but it...
Read MoreStocks are higher, buoyed by earnings reports from American Express and Ford.Durable goods orders fell by 0.8%; this was better than expected.Existing home sales are out at 9 AM.Banks are supposed to get the results of the...
Read MoreIn order to determine whether a company is worthy of an investment, it is important to understand exactly how it makes money. Only then can one understand a firm’s business and financial risks. Often, however, the only way...
Read MoreThe video clips below come via my hotel room at Dana Point, California, where I am attending a conference hosted by Rob Arnott’s Research Affiliates. Also present are financial luminaries such as Peter Bernstein, Burton Malkiel,...
Read MoreALARON LAS VEGAS US EQUITY FUTURES REPORT 04/23/2009 US EQUITIES CONTINUE TO TRADE IN NARROW, VOLATILE RANGE. TRADERS TAKE DIRECTION FROM BANKING STRESS TESTS, HOME SALES DATA. US EQUITIES struggled within a tight range,...
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