Original post: December 13th, 2011...
December 13th, 2011 Market Recap… Retail Topping?
The market opened to the upside but quickly faded and fell into late afternoon after a lackluster Fed meeting (ie, no hints at further stimulus). Disappointing earnings from Best Buy (BBY) also weighed in. The US Dollar looks poised to break out and Retail as a whole is looking bearish.
November 29th, 2011 Market Recap with Look at BAC, LNKD, and AMR
Today's market recap includes a closer look at Bank of America (BAC) closing at fresh 52 week lows, American Airlines (AMR) filing for bankruptcy protection and its stock dropping over 80%, and Linkedin (LNKD) breaking below key support to close at fresh post IPO lows.
Original post: November 29th, 2011 Market Recap with Look...
November 14th, 2011 Stock Market Recap with BSFT Breakout
The market slipped just under 1% on lower volume to start the week today. The NASDAQ remains in its channel and the S&P 500's wedge continues to develop. Both of these patterns, once they break to the upside or downside, could foretell the direction of the market for the next several months or longer.
Original post:...
New-look blog
Woah! Shock and awe. We’ve woken up to a gleaming new blog. It’s almost as much of a surprise to me as it is to you; the IT department works [...]
Easy on the austerity George
Nightfall
Tomorrow George Osborne unveils his emergency budget. Amid calls for him to cut, come what may, I’d like to put forward an alternative view.
Isaac Asimov, a writer most famous for his science fiction, but who wrote about almost everything, a child prodigy who raced through the educational system devouring subjects like the cards in a...
Where the value is…
It’s here! In the UK!
Bad news for US investors. According to Robert Shiller’s cyclically adjusted PE (CAPE) stock market prices are back in the most expensive quintile. US stocks are nowhere near as expensive as they were in 2000, say, but for more than 80% of stock market history since 1881 they’ve been lower [click...
Will austerity make us happier?
Smiling all the way to the bank
Karl Rabeder is happy, he’s giving away his £3m fortune and plans to have nothing left. His conviction:
I had the feeling I was working as a slave for things that I did not wish for or need.
Is a growing meme, picked up by the novelist John Lanchester (and UK...
Good companies at cheap prices
In practice
A random walk down Wall Street
How soon my ‘extended break’ ended. Now it feels like a mini-break and while I’m looking forward to resuming our discussions about the state of the market, and interesting companies, a bit of me is still in the middle of the Atlantic
All I got from Bermuda (apart...
Not quite 30 glorious years
In history:
30 28 25 23 glorious years
The last 30 years were momentous for investors but what did they mean to you? I’m writing the story of the stockmarket in the words of the private investors who bought and sold shares since the Thatcher years. The article will appear in Money Observer later this year,...

