Stocks Archive

The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings

Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
Posted by Greg Feirman  ·  No Comments »

The Great Disconnect and The Fed Put

Everyone can see and feel that this is different and can sense the bizarre nature of the market response: we     are in the top 10% of historical price earnings ratios for the S&P on ...
Posted by Greg Feirman  ·  No Comments »

The Top Is Probably In

Let's flashback to March 2000 when the Dot.com Bubble topped. The NASDAQ closed above 5,000 twice - Thursday 3/9 and Friday 3/10. And that was it. Today, the NASDAQ closed above 10,000 for the first ...
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The Evolving Late Stage Bull Market

Last week, James Mackintosh had an interesting article in the WSJ about the stealth bear market. His main point was that stocks have essentially gone nowhere since Jan 26, 2018.  Digging a little deeper, he ...
Posted by Greg Feirman  ·  No Comments »

Some Caveats On The Retail Recession

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Retail Recession

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Living On Borrowed Time

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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This Is How It Begins

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Some Things To Worry About

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Pressure Point

October 13, 2014  ·  Category: Market Commentary, Stocks, Technical Analysis
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
Posted by Greg Feirman  ·  No Comments »