Market Commentary Archive

Top Gun FP Client Note: 1150

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 »

Abby Joseph Cohen On CNBC: Sell Signal????

March 9, 2010  ·  Category: Market Commentary, Sentiment Analysis
One of the tech bubble's biggest cheerleaders was back on CNBC today being interviewed.  This strikes me as a sentiment tell and potential sell signal......
Posted by Greg Feirman  ·  1 Comment »

Top Gun FP Client Note: Impressive 4th Quarter Earnings II - Retailers

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: Impressive 4th Quarter Earnings

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 »

Lowe’s Results Suggest Stabilization

February 22, 2010  ·  Category: Macro Economics, Market Commentary, Real Estate, Stocks
Our fourth quarter results suggest the worst of the economic cycle is likely behind us.  While the psychological impact of falling home prices and an uncertain employment picture continue to weigh on consumers, improving comparable ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Two Stocks For A Range Bound Market

In range bound markets, 90% of the return comes from dividends.   - Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16 In last week's ...
Posted by Greg Feirman  ·  No Comments »

Why The Fed Move Matters

February 19, 2010  ·  Category: Federal Reserve, Macro Economics, Market Commentary
Commentators seem to be split on the important of the Fed's 1/4 point hike in the discount rate yesterday after the close.  Some say it's meaningless and not to worry about it.  Others see it ...
Posted by Greg Feirman  ·  No Comments »

CNBC: Vitaly Katsenelson On Investing In Range Bound Markets

Investing In Range Bound Markets - according to Vitaly Katsenelson: (1) Trade More Actively (2) Increase Your Margin Of Safety (3) Hold More Cash (4) Buy Dividend Paying Stocks - 90% of the returns in range bound markets come ...
Posted by Greg Feirman  ·  No Comments »

Dollar Love

February 16, 2010  ·  Category: Currencies, Macro Economics, Market Commentary, Sentiment Analysis
Two prominent articles on the dollar rally/euro crash.  One in Barron's this weekend: "Will The Euro's Pain Be U.S. Stocks Gain?", Kopin Tan, Barron's, February 13.  And then on the front page of today's WSJ: "Dollar Up As ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Deja Vu All Over Again

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  ·  1 Comment »