Two Seeking Alpha Pieces Make The Case Against The Economy And Stock Market

Macro Economics | Market Commentary

ByGreg Feirman November 19, 2009 Reading Time: 1 minute

“Why The Stock Market Should Crash”, Charles Hugh Smith, Seeking Alpha, November 16

“Our Steroid Pumped Economy”, Vitaliy Katsenelson, Seeking Alpha, November 18

Is Inflation Sticky? NVDL: 2x Long NVDA
March 12, 2024 Reading Time: 3 minutes

The February CPI came in this morning marginally hotter than expected with both headline and core increasing by 0.4% month over month. As I wrote earlier this morning, bulls would have liked to see core at 0.3%. Which raises the…

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The Limits of Pure Fundamental Analysis – How Morningstar Gets Things Wrong
September 27, 2006 Reading Time: 4 minutes

I find Morningstar’s stock and mutual fund analysis useful, which is why I am a premium subscriber, but I am constantly frustrated with their lack of an ability to integrate a macro economic perspective into their analyses. They seem to…

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Intel: Still Got It
October 17, 2007 Reading Time: 2 minutes

After the close yesterday, one of the biggest, most important and still beloved tech stocks, Intel (INTC), king of the semiconductors, reported what can only be described as an excellent quarter (3Q Press Release). The most impressive number in my…

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NYT: Consumer Spending Picking Up
April 7, 2010 Reading Time: 2 minutes

What I’m hearing across a wide swath of retail is that sales are simply much stronger than companies had expected. – Robert Barbera, Chief Economist, ITG There’s a true desire to buy that I haven’t seen in two or three…

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Historic #Rotation, Charley Grant on the Path Forward for the #COVIDVaccine, The Technicals Vs the Fundamentals, “Dueling Tails”
November 11, 2020 Reading Time: 11 minutes

Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d like to be added to…

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Clear Channel Buyout On Verge Of Collapse
March 26, 2008 Reading Time: 2 minutes

The big story today is the potential collapse of the LBO of Clear Channel Communications (CCU), the nation’s largest radio station owner (“Major Buyout Deal Is Close To Collapse” (subscription required), The Wall Street Journal, Wednesday March 26, A1). Private…

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