Archive for December 2009

Emerging Market Stocks Lead The Rally

December 31, 2009  ·  Category: Emerging Markets, Market Commentary
For the medium term, I'd avoid emerging markets because of the froth there. - Chris Zook, Chief Investment Officer, CAZ Investments What we're living through now is something of epic proportions. - Alan Conway, Head of Emerging Market ...
Posted by Greg Feirman  ·  No Comments »

Interpreting Bernanke As Time’s Man Of The Year

December 31, 2009  ·  Category: Culture and Current Events, Sentiment Analysis
Cover stories about the stock market tend to occur at points near maximum momentum on the upside or the downside. - Steve Sjuggerud, "Wringing Profits From Magazines", Investment U, July 8, 2003 What does Time Magazine putting ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: What Are The Consequences?

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

WSJ Documents Crisis And Leviathan, 2009

The frontier between the state and market has shifted.  The realm of the state has been enlarged. - Daniel Yergin, author of 1998's The Commanding Heights which chronicled the ascent of free market forces starting in ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Message of Earnings Is Stabilization, Not Recovery

December 24, 2009  ·  Category: Fundamental Analysis, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Continuing Stabilization In Sacramento Home Market

December 21, 2009  ·  Category: Real Estate, Sacramento
On Friday, the Sac Bee published Data Quick's November data for the Sacramento-area single family home market.  The most notable data point was the first year over year price increase for existing single family homes in ...
Posted by Greg Feirman  ·  No Comments »

The Incredible Life And Character Of Dave Bing

December 20, 2009  ·  Category: Culture and Current Events, Government, Politics, Sports
I finished basketball in 1978, then went into my own business in 1980 and did it for 29 years... Now I get to the end of that career and probably should have retired.  But there ...
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The Bulls Are Idiots

Last week, two prominent commentators came out with bullish pieces.  I was anxious to read them to measure the bullish case, but in the end I was unpersuaded. ***** The first piece was from Princeton Economist, and ...
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Fed Talks Exit Strategy

December 17, 2009  ·  Category: Currencies, Federal Reserve, Market Commentary
In light of ongoing improvements in the functioning of financial markets, the Committee and the Board of Governors anticipate that most of the Federal Reserve’s special liquidity facilities will expire on February 1, 2010. - Fed ...
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Report From The Front Lines

Here is an e-mail I sent to some of my friends and clients a few minutes ago: The last three days, I’ve had the chance to look at earnings from four large cap stocks.  Three are ...
Posted by Greg Feirman  ·  No Comments »