Author Archive

  • StockTwits 50, May 20
    Posted by on May 18th, 2013 at 9:47 am, Comments: 0

    If happy people pay happy prices, then what prices pay under-invested and under-performing asset managers? I will tell you what price – any price. If [...]

  • StockTwits 50, May 13
    Posted by on May 11th, 2013 at 11:41 am, Comments: 0

    This continues to be one of the most feared rallies of all times. Coming into 2013, 99% of the world’s strategists were overwhelmingly bearish and [...]

  • StockTwits 50, May 6
    Posted by on May 4th, 2013 at 10:52 am, Comments: 0

    You have heard the Wall Street aphorism “Sell in May and go away”. It is still too early, but so far the only things that [...]

  • StockTwits 50, April 29
    Posted by on April 27th, 2013 at 10:34 am, Comments: 0

    This is one resilient, tricky market. Just when it looks ready to crumble, it has a monstrous recovery. Just when it looks ready to rally [...]

  • StockTwits 50, April 22
    Posted by on April 20th, 2013 at 11:14 am, Comments: 0

    It is not a market of stocks. It is a market of three sectors. The market benchmarks had their worst week in 2013, but if [...]

  • Momentum Wrap – Tesla, Pepsi and Natural Gas Hit New Highs
    Posted by on April 18th, 2013 at 4:43 pm, Comments: 0

    Let’s not sugarcoat it. The market is in a correction mode. Risk appetite is fading. Preservation of capital is a priority.. There haven’t been many stocks [...]

  • Momentum Wrap – Distribution Days Are Piling Up
    Posted by on April 17th, 2013 at 4:28 pm, Comments: 0

    Distribution days are pilling up, correlation and volatility are rising, which is usually not a sign of a healthy market. Granted, the $SPY managed to [...]

  • Momentum Wrap – Coke, Chocolate and Pampers Stocks Hit New Highs
    Posted by on April 16th, 2013 at 4:29 pm, Comments: 0

    Consumer staples ($XLP) led the market bounce today. After yesterday’s widespread selloff, they were the first to get back to new all-time highs. Stocks like [...]

  • Momentum Wrap – Gold & Silver Crash Tank the Market
    Posted by on April 15th, 2013 at 4:04 pm, Comments: 0

    Margin calls in crashing gold and silver were likely the reason behind the all-encompassing forced liquidation in equities today. Many of the sectors that led [...]

  • StockTwits 50, April 15
    Posted by on April 13th, 2013 at 11:23 am, Comments: 0

    The resilience of the rally is simply stunning. Pullbacks don’t seem to last for more than a week and they are generally welcomed as buying [...]

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