• 5 Things I Learned While Working for Courtney Love
    Posted by on March 11th, 2012 at 10:44 pm, Comments: 0

    Before I entered the world of finance, I worked in the film and television business.  I started right out of school, a hungry kid willing [...]

  • Marketview: Point of Reference
    Posted by on March 10th, 2012 at 3:34 pm, Comments: 0

    The Greek default has come and gone and it’s no surprise that the news was baked into the cake.  This was also the week that [...]

  • Nonfarm Payroll Precedents: Correction Edition
    Posted by on March 7th, 2012 at 6:09 pm, Comments: 0

    Not much to say about the markets other than: “we’re correcting, and it will take longer than a day.”  Here’s a couple charts pulled from [...]

  • Choose Your Own Adventure: SPX 2013
    Posted by on March 4th, 2012 at 7:44 pm, Comments: 0

    From a previous post on fractals: Fractals create self-similar, repeating, non-symmetrical patterns and shapes.  Markets appear self-similar over multiple timeframes the same way that a [...]

  • A Message from the Dow Transports
    Posted by on March 2nd, 2012 at 1:06 pm, Comments: 0

    The Dow Transportation Index has been underperforming the S&P 500 for the entire month of February.  That alone didn’t concern me because of the overall [...]

  • Very Late Longs, or Blown Up Shorts
    Posted by on February 27th, 2012 at 10:36 pm, Comments: 0

    Anytime a couple billion dollars gets traded meaningfully away from the market it should give a market observer pause.  The market leaves a footprint, and [...]

  • Marketview: A Sliver of Blue Sky
    Posted by on February 25th, 2012 at 12:40 pm, Comments: 0

    What is the event that will cause this market to sell off?  It will surely be a surprise.  I’m searching for reasons to be bearish [...]

  • Value vs Growth Update
    Posted by on February 23rd, 2012 at 4:55 pm, Comments: 0

    Back when this rally was finding its legs around the $SPX 1300 level I wrote about the current state of value vs growth: Value driven [...]

  • The Value of Persistent Connectivity
    Posted by on February 22nd, 2012 at 12:57 pm, Comments: 0

    A new study finds that smartphones are popular even in relatively low income brackets.  Obviously this comes as no surprise to anyone under the age [...]