Archive for March, 2010

  • The Coming Satellite Image Boom
    , March 23rd, 2010 at 11:02 am

    One of the fun parts about looking for profitable stocks is that you come across industries that you never knew existed. For example, there are [...]

  • No, the Political Futures Markets Didn’t Fail
    , March 23rd, 2010 at 9:17 am

    Just after the healthcare bill passed, Daniel Gross shows up to deliver his annual misunderstanding of the political futures markets: Is there a larger lesson [...]

  • Odd Lots
    , March 22nd, 2010 at 4:09 pm

    Gary Gorton vs. Michael Lewis Ritholtz’s Agenda for Financial Reform Seabreeze’s Kass on U.S. stocks: ‘I have been wrong’ Buffett Better Credit Risk than Obama [...]

  • We're Up 11.82% in Six Weeks
    , March 22nd, 2010 at 3:58 pm

    Today was an outstanding day for our Buy List. The average of our 20 stocks was up 0.95% which nearly doubled the S&P’s gain of [...]

  • We’re Up 11.82% in Six Weeks
    , March 22nd, 2010 at 3:58 pm

    Today was an outstanding day for our Buy List. The average of our 20 stocks was up 0.95% which nearly doubled the S&P’s gain of [...]

  • Gene Simmons on Estate Planning
    , March 22nd, 2010 at 1:59 pm

    From Bloomberg. Yes, Bloomberg: Gene Simmons, singer and bassist for the rock band Kiss, said high-net-worth individuals should better prepare to protect their wealth after [...]

  • What If Women Ran Wall Street?
    , March 22nd, 2010 at 1:41 pm

    New York Magazine has an article provocatively titled “What If Women Ran Wall Street?” It says pretty much what you’d expect. I will add one [...]

  • Is Krugman Now Pro-EMH?
    , March 22nd, 2010 at 1:13 pm

    Paul Krugman writes: Andrew Leonard has a good point: if Obamacare is such a disaster for the economy, where’s the market reaction? More broadly: the [...]

  • Friday the Thirteenth and the Stock Market
    , March 22nd, 2010 at 11:21 am

    An academic study: In this study, we investigate whether Friday the thirteenth has an effect on the stock market returns. We report the following findings: [...]

  • Market Rallies after HCR
    , March 22nd, 2010 at 9:48 am

    Despite the healthcare bill passing last night or perhaps due to its passing, the stock market is up modestly this morning. I’m especially pleased to [...]

  • Looking at Bracketology
    , March 18th, 2010 at 10:28 am

    Today is the beginning of the NCAA Basketball Tournament and I wanted to discuss an aspect of bracketology that’s somewhat related to investing. (Yes, it’s [...]

  • Inflation Continues to Be Tame
    , March 18th, 2010 at 9:37 am

    Today’s CPI report shows that consumer prices were flat last month. Wall Street was expecting an increase of 0.1%. The core rate, which excludes volatile [...]

  • The Buy List Continues to Rally
    , March 17th, 2010 at 9:26 am

    The Buy List is up to another new high this year. As of 10 am, we’re up 7.6% for 2010 which is about double the [...]

  • Why the Bears Are Wrong
    , March 17th, 2010 at 9:00 am

    Yesterday, James Altucher had a good article in the WSJ detailing the bearish arguments against stocks along with his responses. Here’s a sample: • Many [...]

  • Happy St. Patrick's Day
    , March 17th, 2010 at 8:48 am

  • Happy St. Patrick’s Day
    , March 17th, 2010 at 8:48 am

  • Today's FOMC Statement
    , March 16th, 2010 at 1:16 pm

    This statement is pretty much the same as the last one. Once again, Hoenig is the lone dissenter: Information received since the Federal Open Market [...]

  • Today’s FOMC Statement
    , March 16th, 2010 at 1:16 pm

    This statement is pretty much the same as the last one. Once again, Hoenig is the lone dissenter: Information received since the Federal Open Market [...]

  • Seneca Foods
    , March 11th, 2010 at 1:02 pm

    If you like finding really off-the-radar stocks, you might want to check out little Seneca Foods (SENEA). This is a small food company based in [...]

  • Looking at the TIPS Yield Curve
    , March 11th, 2010 at 10:52 am

    Here’s the current yield curve of Treasury Inflation Protected Securities, which means you get the yield plus the CPI. Looking at this, I can’t help [...]