Archive for April, 2010

  • Market philosophy, strategies and tactics
    Posted by on April 29th, 2010 at 8:23 pm, Comments: 0

    If you manage money, your own or other people, you need to have a well thought out market philosophy, strategy and tactics on which to [...]

  • Positive Earnings Guidance
    Posted by on April 22nd, 2010 at 8:18 pm, Comments: 0

    It is a public secret that companies try to manage analysts’ earnings expectations in order to consistently beat or at least meet them. Not shockingly [...]

  • Dr. Steenbarger follows his own advice
    Posted by on April 22nd, 2010 at 6:56 am, Comments: 0

    If I as a coach am not pushing myself to grow and develop, then my efforts to help others evolve are fraudulent. I cannot offer [...]

  • Investors' sentiment
    Posted by on April 15th, 2010 at 9:32 am, Comments: 0

    Barry Ritholtz has an excellent post analyzing why investors’ sentiment is always slow to change at turning points of the business cycle.

  • A Guide to Earnings Season
    Posted by on April 10th, 2010 at 5:44 pm, Comments: 0

    Each earnings season brings three waves of information from companies. The first is guidance, the second is actual earnings, and the last is an outlook. [...]

  • Earnings Guidance – two viewpoints
    Posted by on April 10th, 2010 at 2:25 pm, Comments: 0

    http://www.scribd.com/doc/19019809/Earnings-Guidance-Two-Viewpoints

  • Hit or Miss
    Posted by on April 10th, 2010 at 2:18 pm, Comments: 0

    http://www.scribd.com/doc/19019821/Hit-or-Miss-Transparency-is-Key-by-Anju-Marempudi-and-Maureen-WolffReid-June-2009

  • To Guide or Not to Guide
    Posted by on April 10th, 2010 at 2:17 pm, Comments: 0

    http://www.scribd.com/doc/29713073/To-Guide-or-Not-Guide

  • Speculators
    Posted by on April 7th, 2010 at 8:29 pm, Comments: 0

    The word speculator has undeservingly bad reputation. A quick look in the dictionary reveals that speculator is someone who makes conjectures without knowing the facts; someone who [...]

  • "This time is different"
    Posted by on April 5th, 2010 at 11:21 am, Comments: 0

    The longer a given condition or trend persist and the more comfortable we get with it, the more dramatic the correction will be when the [...]