The Elusive Fundamentals of NFP Friday
Even more so than Fed days (especially with Taper pace seemingly on autopilot), there's no market day anticipated so widely as NFP Friday.
NFP -...
The Best Of See It Market – April 2014
April continued the theme of uncertainty in the marketplace. Investors continued to cling to "risk-on", but found a different type of risk to grab...
“Well, What Do You Know?”: Investor Knowledge and Belief Formation
Investor and Fidelity alum Peter Lynch is famed for "demystifying investing" by espousing the bedrock principle of "Investing In What You Know". What could...
May Seasonality: Strong and Weak Trending Stocks
The month of May is typically a volatile month for the stock market. So the seasonality list for this month is very interesting. Let’s...
Market Masters: The Value Of A Multi-Disciplinary Approach To Investing
by Jesse Felder
“I have no special talent. I am only passionately curious.” -Einstein
This quote sums up my investment expertise very well. I have no...
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...
