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Macro Update
For a while now, I have been warning about the bubble being blown by ZIRP in many of the “Hunt for Yield” securities. I first wrote about this topic late last June in relation to Annaly Capital ($NLY) in Analyzing Annaly. … Continue reading
Housing: Where QE Works
There were many great comments on my most recent post “It’s Time to Fight the Fed”. Several opined that some Macro data, specifically housing, has actually improved substantially. I purchased my home smack in middle of the great recession. I had … Continue reading
It’s Time to Fight the Fed
The charts you’ll see throughout this post were tweeted by several people who I follow on twitter, including @tradefast, @ritholtz, @RonnieSpence, @EquityNYC, @ukarlewitz, @DavidSchawel, & @JacobWolinsky. As always, thanks for being a part of my stream and sharing your thoughts, … Continue reading
Netflix and their House of Cards
(The title isn’t original… I know. Sue me.) I wrote two prior posts on Netflix ($NFLX) both in August of last year. First about their Off Balance Sheet Liabilities “Enron, Lehman Brothers, and… Netflix?“, followed by their competitive challenges “Netflix, meet Porter“. … Continue reading
Leave the insiders alone!
Source: Investech Research with a h/t to @ritholtz who posted it earlier today in his post: “Is Insider Selling A Concern? (No)“ As you can see from the chart and linked post above, insider sales are not really as good as an … Continue reading
Enough of the Marissa Mayer love fest
Seriously. I’ve never met Marissa Mayer, and based on the few times I’ve heard her present she might very well become a great CEO… but we are talking about $YHOO here. Of course some of $YHOO’s stock rise (from ~$15.50 … Continue reading
Vodafone’s European troubles. Is this a case where bad news = good news?
There was a point in time, when QE2 & QE3 were mere speculations, that bad news (a bad jobs reports, a lower GDP number etc.) was considered good news for the markets. The theory was, that if the data came … Continue reading
Know the Theses
When you are in a trade, it is crucial to understand both sides of the trade. Both the Long/Bull thesis, and the Short/Bear thesis. Every stock trades on supply and demand, and every new data point will drive both bulls … Continue reading
The Amazon Dilemma
Let me get this out of the way… I am an Amazon customer, they offer great prices, Prime, 2 day shipping etc. What’s not to like? Let me also say that (since the late 90′s,) I have never invested or … Continue reading
