Archive for December 2010

WSJ: Bumpy But Good Year For Stocks

December 31, 2010  ·  Category: History, Market Commentary
Stocks turned in another solid year, the Dow Jones Industrial Average gaining nearly 11% and the Nasdaq doing better still. vYet for much of 2010, it didn't feel like a winning year. Amid stumbles and scares, ...
Posted by Greg Feirman  ·  1 Comment »

The Great David Einhorn On Charlie Rose

December 28, 2010  ·  Category: Hedge Funds, Macro Economics
For more on Einhorn, see my "Top Gun FP Client Note: Another Bubble", October 26, 2009 in which I discuss his important speech at the Value Investing Congress in October 2009.
Posted by Greg Feirman  ·  No Comments »

WSJ: Price Of Silver Soaring

December 27, 2010  ·  Category: Silver
An unexpected surge in investor demand is sending silver prices soaring—and speculators and mining companies are digging in. In the past four months, the metal has upended forecasts, rising 51% to a series of 30-year highs, ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: A Bullish Consensus For 2011

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 »

Goldman Bullish On Stocks In 2011, Targets S&P 1450

December 12, 2010  ·  Category: CNBC, Market Commentary, Sentiment Analysis
Two Thursdays ago, Goldman Sachs came out with their 2011 US Equity Forecast titled "Easy Money, Hard Market".  But they aren't forecasting too hard of a market given that they are targetting 1450 on the ...
Posted by Greg Feirman  ·  No Comments »

Morningstar US Stock Manager Of The Decade Bruce Berkowitz Betting Big On Financials

December 10, 2010  ·  Category: Stocks, The Investment Advice Business
Fortune did a good profile of Fairholme Funds Bruce Berkowitz: "Bruce Berkowitz: The Megamind of Miami", December 10. On his big bet on financials, including Citi and AIG: Berkowitz's bet on banks now comes down to this: He's convinced ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Going With The Flow Into Year End

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 »

Top Gun FP Client Note: Europe Leads

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 »

Top Gun FP Client Note: Double Top

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 »