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The Momentum Game Is Over; The Return Of Value
Reading Time: 3 minutes“…. the basic forces that propel markets your editor believes to be momentum and value…..” – James Picerno, “A Short Treatise For A Two-Factor World”, May 14, 2007, The Capital Spectator “In 2007, by far the biggest driver of US…
Market Preview Week of Jan 17-20: BOJ Decision; Long PG, Short NFLX
Reading Time: 3 minutesThe market is closed on Monday January 16 for Martin Luther King Day. Goldman (GS) and Morgan Stanley (MS) report earnings Tuesday morning. The big event next week may come from the Bank of Japan which I believe will make…
How To Play A Stock Market Bubble
Reading Time: 9 minutesNOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
Top Gun FP Client Note: The Long Awaited Correction
Reading Time: 6 minutesNOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the…
Top Gun FP Client Note: Everyone Is Wrong
Reading Time: 10 minutesNOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Top Name Retailers Crushed On Weak Consumer Spending
Reading Time: 3 minutesWe are seeing a lot of outright breakdowns, huge drops and big volume, in top name retailers today: McDonald’s (MCD), Best Buy (BBY) and Tiffany (TIF). An independent analyst reported that based on his survey of McDonald’s franchisees December sales appear…
