Semiconductor Sector On Watch: Short-Term Pressure Mounts
There have been some interesting developments in the semiconductor sector that I think are worth mentioning. Moreover, I think recent moves in this space...
Market Masters: There is a Bubble in Opinions, Noise and Bubble Talk
by Howard Lindzon Earlier this week, David Einhorn - the famous short-seller of Lehman Brothers Holdings Inc., said in a quarterly letter to clients...
Two Charts That Show Risk Tolerance Is Waning
Useful charts, models, and trading systems should be based on “that makes sense to me” concepts supported by the laws of supply and demand....
Homebuilder Stocks: Teetering On A Shaky Foundation
US median new home prices continue to rise and now exceed early 2007's peak by over 10% (added in the last 2 months); but...
Record Junk Bond Sale Issues Debt Market Warning
Vague whispers of monetary tightening notwithstanding, yesterday gave a staggering reminder that the developed world remains awash in cheap money with Numericable SA's announcement...
Unwired: 3 Reasons NOT to Trade While Traveling
I recently returned from a two week trip to Southeastern Asia. It was the first trip I took where I was completely unwired from...
Market Masters: Managing Risk With Trend Following
Everyone has a little bit of a different philosophy when it comes to following the market and managing risk. Some believe that a buy-and-hold...
Interview With Greg B Davies, Head Of Barclays Behavioural Finance
I recently sat down with Greg B Davies, Managing Director at Barclays to discuss his team's innovative applications of Behavioral Finance. As Head of...
Meaningless Market Noise (And The Signal It’s Giving Right Now)
Closing quotes demurely scrolling across your monitor at the end of a market session rarely ever tell that day's tale.
The long-term or Passive investor...
Market Masters: How Standing On Your Head Can Reduce Investor Bias
by Chris Kimble Warren Buffett famously said he’s not a fan of technical analysis because he got the same answer when he...
