Similar Posts
“Digestion” Day, Excluding Tech Market Looks Strong, ORCL Earnings
Reading Time: 5 minutesNote: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Big Drop In Video Game Sales At GameStop
Reading Time: 2 minutesDue to the effects of the recession and strong prior year comparisons, the video game industry experienced a sharp decline in consumer spending during the quarter. – GameStop CEO Daniel DeMatteo GameStop (GME), the world’s largest video game retailer with…
Everybody Knows It’s A Bear Market Rally
Reading Time: 3 minutesWe don’t think the market has bottomed. We clearly have not priced in a recession – David Spika, CIO GuideStone Capital Management (quoted in “Investors Fear Quick End To Rally” [SUBSCRIPTION REQUIRED], Karen Langley, WSJ B1 Everybody knows it’s a…
With Treasuries Repriced For a Fed On Hold, The Bulls Are Back
Reading Time: 4 minutes“For equities, and for the bond market in general, this may come to be viewed as merely an adjustment – a restoration of the old relationship between Treasuries and the federal funds rate – and they may be calmed by…
The Pain Still To Come In Commercial Real Estate And Private Equity
Reading Time: 4 minutesSo far in this bust the pain has been concentrated in single family homes and their associated mortgages and mortgage backed securities. But that’s not the only kind of debt that got out of hand during the boom. There were…
The Analogy To The Bear Market Rally Spring 2008
Reading Time: 6 minutesThere is a lot of debate about the interpretation of the current rally. Is it the start of a new bull market? Or is it a relief rally in an ongoing bear market? My view is the latter but let’s…
