Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…
In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed here and our best…
A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…
As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…
Here are two bond market charts that look eerily similar, but should in fact be heading in opposite directions. Frankly,…