Archive for November, 2012

  • Overheard: Two Views of China
    Posted by on November 30th, 2012 at 1:30 pm, Comments: 0

    Share on StockTwits This conversation is happening: Have you seen a chart of the Shanghai Composite $SSEC lately?  It looks terrible.  Not only has it [...]

  • Marketview: Panic Over
    Posted by on November 24th, 2012 at 5:10 pm, Comments: 0

    Share on StockTwits The three things moving the slow holiday market this week were the housing numbers, Israel/Hamas ceasefire, and tepid hope of fiscal cliff [...]

  • Housing Construction Outperformance
    Posted by on November 19th, 2012 at 12:41 pm, Comments: 0

    Share on StockTwits One of the reasons that I’ve gone neutral when I saw trouble ahead rather than getting outright bearish is because of the [...]

  • Marketview: Precision Selloff
    Posted by on November 17th, 2012 at 2:39 pm, Comments: 0

    Share on StockTwits Selling accelerated in post-election trade this week as we continued the pattern of orderly selling with a slight bounce late in the [...]

  • Undiscountable Trends: Energy Prosperity
    Posted by on November 16th, 2012 at 2:26 pm, Comments: 0

    Share on StockTwits There are some trends out there that are simply hard to quantify.  Certain products, needs, and ideas can lead to runaway growth [...]

  • The Golden Age of Every Yesterday
    Posted by on November 12th, 2012 at 1:18 pm, Comments: 0

    Share on StockTwits You’ve likely heard the points below from countless sources, both political and familial: Mankind has become estranged and disconnected from nature.  We [...]

  • Marketview: Bear Raid
    Posted by on November 10th, 2012 at 9:40 am, Comments: 0

    Share on StockTwits Well congratulations, here we are again.  In the midst of another crisis in Europe (Spanish bailout and Greek funding) and the f*%&al [...]

  • In Australia, Lazy Negligence Isn’t Protected by Free Speech
    Posted by on November 9th, 2012 at 11:46 am, Comments: 0

    Share on StockTwits The ratings agencies and their insane conflict-ridden ratings process have been hiding behind the “free speech” defense.  These are the same agencies [...]

  • 4 themes that cannot be blamed for the latest selloff
    Posted by on November 4th, 2012 at 7:58 pm, Comments: 0

    Share on StockTwits Do you remember when Fukushima was going to be a game-changer?  So do I.  Do you remember when it stopped mattering?  Harder [...]

  • Marketview: Long Tail Reminder
    Posted by on November 3rd, 2012 at 3:05 pm, Comments: 0

    Share on StockTwits Short and turbulent week as the NYSE remained closed for 4-days and market participants focused on the fallout of Superstorm Sandy.  It [...]