Archive for September, 2012

  • Marketview: A More Ambitious Top
    Posted by on September 28th, 2012 at 9:59 pm, Comments: 0

    Relatively quiet week with the exception of the emotional industrial complex raging in Twitter and Stocktwits.  We pulled back ~3% off the absolute highs, but [...]

  • Marketview: Further Rotation Required
    Posted by on September 23rd, 2012 at 3:38 pm, Comments: 0

    Slow week for the markets as traders and investors finally swallowed the QE3 pill.  Option expiration was a non-event even though the lions share of [...]

  • Manipulating, Steroid Using, Heroin Addict
    Posted by on September 19th, 2012 at 2:19 pm, Comments: 0

    The stage is set and curtain drawn.  A hidden force rallies the emotion and contorts the body of a wooden caricature before you.  The real [...]

  • Killing Them Softly
    Posted by on September 17th, 2012 at 12:33 am, Comments: 0

    Classic gangster movie.   ### Share on StockTwits

  • Marketview: There are Cliches for Markets Like This
    Posted by on September 15th, 2012 at 9:31 pm, Comments: 0

    QE3, Blah, blah. I’m as sick of the coverage as the rest of you. Unfortunately, there was one event that defined this week.  The Fed [...]

  • Gundlach: I doubt you’re going to have lost decade in equities
    Posted by on September 14th, 2012 at 12:26 pm, Comments: 0

    Must watch video.  Skip to 8:00 min mark for the passage, but watch the whole thing. H/t  @HedgeLy Share on StockTwits

  • No One Man Should Have All That POWER
    Posted by on September 14th, 2012 at 7:19 am, Comments: 0

    If you’ve publicly proclaimed that the Fed is “out of ammo” in the last 12 months, kindly stand up and leave the room.  Not only [...]

  • Marketview: Pick Your Narrative
    Posted by on September 8th, 2012 at 6:19 pm, Comments: 0

    An action packed week with many different causal factors for investors to lean on.  There’s the Draghi going all in to save the Euro camp, the [...]

  • Market Fundamentals: Only the Brain Damaged Survive
    Posted by on September 7th, 2012 at 3:40 pm, Comments: 0

    How did we get here?  More importantly how could anyone stay bullish amid the bearish hype permeating through various media outlets?  I’ve argued for a [...]