UBS Meausure of Risk Appetite At Highest Point Since March 2000
Source: “The Easy Money’s Been Made”, Vito Racanelli, Barron’s, October 31
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Top Gun FP Client Note: Dow 10,000
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 hand corner of the website. …
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Hussman: The Stock Market Is Acting Like It Did In November 1980
In reviewing the status of the market late last week, the condition of the data was something of an anomaly… On the valuation front, stocks are presently overvalued, but to levels that we’ve observed at least several times in history. …
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BeSpoke: Analysts Most Bullish In Two Years
(Source: “Analysts At Most Bullish Level In Two Years”, BeSpoke Investment Group, October 7) Very interesting chart from BeSpoke Investment Group. The chart measures up changes versus down changes in analysts earnings estimates in the four weeks preceding the last eight…
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Doug Kass: The Return Of Boca Biff!
Here’s a classic from TheStreet.com and Seabreeze Capital’s Doug Kass, originally penned Wednesday (9/23) morning: He’s back! Yep, the ultimate plunger, that paragon of speculation, Boca Biff, is back. I first introduced ultimate daytrader Boca Biff to readers of The…
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Story Stock Of The Day: RIMM Down Big On Big Volume
Blackberry maker Research In Motion (RIMM) is getting crushed today on big volume after reporting fiscal 2nd quarter earnings after the close last night. Revenue was a little light as was their revenue forecast for the 3rd quarter. Average selling…
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Individual Investors Have No Clue What To Make Of This Market
I’m scared, I’m scared, I’m scared. Why are we up, especially with unemployment as high as it is? I don’t feel great because I worry that we could have a 500 or 600 point drop in a day and I…
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Top Gun FP Client Note: A Divergence Of Opinion And Evidence
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 hand corner of the website. …
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Shiller: The Stock Market Is Intrinsically Psychological
Nothing new here in a Sunday New York Times piece by Robert Shiller, “An Echo Chamber of Boom and Bust”, but it’s always worth remembering that the stock market is people: THE global signs of a recovery in economic confidence…