Archive for February 2010
Paradoxically, Big Tech Earnings Suggest Recovery
Our outstanding Q2 results exceeded our expectations and we believe they provide a clear indication that we are entering the second phase of the economic recovery. During the quarter we saw dramatic across the board ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The January Barometer
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 »
Junk Phase Of The Rally Over?
February 1, 2010 · Category: Blogs, Market Commentary
Without having a strong opinion on the market's direction, I do feel confident that the "buy anything" phase of the so-called recovery is decidedly behind us.
- "'Wait, Why Am I In AIG Again?'... The Buy ...
Posted by Greg Feirman · No Comments »
Blistering GDP and ISM Manufacturing Reports
February 1, 2010 · Category: Macro Economics, Market Commentary
From the looks of the latest GDP and ISM Manufacturing reports, you'd be a fool not to believe the economy is in a V-shaped recovery.
On Friday, The Commerce Department reported that 4th quarter advanced real GDP ...
Posted by Greg Feirman · 1 Comment »
