Doing some navel-gazing on the charts this weekend, here was one interesting pattern noted within the SP 500 the last 8 weeks. Maybe it will get me on a TD Ameritrade commercial for pattern recognition: SP 500 Weekly Returns (source: … Continued
A photo that never ceases to choke me up. The only picture I’ve ever seen reminiscent of this, is JFK Jr. saluting his Dad’s casket and caisson. This woman’s grief is palpable, captured perfectly in one photo that requires no … Continued
Josh Brown is hilarious: read the caption under the G20 picture. JB is a must-read every week. The best of TheReformedBroker is linked. I learn so much from Josh and use his research in client meetings. This tweet made me … Continued
Jeff Miller writes his weekly ‘Weighing the Week Ahead” (WTWA) column, for Seeking Alpha and his clients, which is always a must read. Jeff occasionally includes Fundmentalis.com in his weekly missive, but even if he didn’t, it is a must-read every … Continued
Per Thomson Reuters, This Week in Earnings, the forward 4-quarter estimate for the SP 500 closed this week at $126.77, versus last week’s $127.04. After the 70 bp increase in the SP 500 this week, the p.e ratio using the … Continued
Haven’t done a LinkFest in a while. Tadas shouldn’t be worried. Bob Lang, of Explosive Options (@aztecs99) and Suz Smith (@SuzyQ76022), one of Bob’s partners in the chat-room service, came through Chicago Friday night, October 24th, and we had dinner … Continued
We are late reporting the latest our SP 500 earnings update since I spent 2 days last week (Friday and Saturday) fishing one of a handful of lakes where “they” expect the next world record musky to be caught. Unfortunately, I … Continued
We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s, but our goal is not to compete with or even try and emulate Tadas’s regular product. Instead the goal is … Continued
This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this straight: when AA was part of the Dow 30 and led off earnings season, it mattered, but now that it … Continued
A little late getting out this week… We are going to start off the Linkfest with a corporate credit topic: the continuing erosion of credit covenants, which will have its biggest impact on the high-yield corporate bond market. Here is … Continued