In the “it is better to be born lucky than smart” category, we sold all of our Intuitive Surgical (ISRG),…
As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…
If there is a better chart for measuring the trade-weighted dollar, or the dollar against the world’s major currencies either…
The two attached charts show both Lennar (LEN) and Toll Brothers (TOL), our two favorite homebuilders,…
We are updating our Nikkei post from late May, ’13 on Japan, and showing the charts of the DXJ and the…