Archive for January, 2012

  • 12 Insightful Thoughts from “The Most Important Thing” by Howard Marks
    Posted by on January 31st, 2012 at 1:42 pm, Comments: 0

    1. People usually expect the future to be like the past and underestimate the potential for change. 2. When everyone believes something is risky, their [...]

  • Banks Need Higher Interest Rates to Start Making Money
    Posted by on January 29th, 2012 at 7:30 am, Comments: 0

    It is a public secret that Fed’s attempt to sustain interbanking lending during the last financial crisis has led to ginormous increase to gynormous increase [...]

  • Five Indicators to Gauge Risk Appetite
    Posted by on January 25th, 2012 at 7:38 pm, Comments: 0

    Capital constantly moves from one sector to another, from one asset class to another. While your major attention should be focused on price action of [...]

  • How Cheap is Apple?
    Posted by on January 23rd, 2012 at 3:34 pm, Comments: 0

    Apple, the stock and the company, is everything but not typical Most momentum stocks go through 3 main stages: 1) Earnings growth leads price growth. [...]

  • Embrace the Uncertainty
    Posted by on January 22nd, 2012 at 11:53 am, Comments: 0

    There are two types of forecasts – lucky and wrong. Acting like you know everything is more dangerous than accepting your limitations. Macro forecasting is [...]

  • 13 Signs of a Bull Market
    Posted by on January 18th, 2012 at 5:36 pm, Comments: 0

    1)      The market reacts positively to bad news. Negative headlines and terrible earnings reports are ignored. As the saying goes, reaction to news is more [...]

  • The Good News
    Posted by on January 17th, 2012 at 5:55 pm, Comments: 0

    The earnings season is still young and it is early to draw any major conclusions. With that in mind, the truth is that so far [...]

  • A Look Back At the Internet Stocks Mania Through the Eyes of A Value Investor
    Posted by on January 15th, 2012 at 7:13 pm, Comments: 0

    I am not a value investor, but I appreciate hard-earned market wisdom from any source. See below an extract from Seth Klarman’s investors letters for [...]

  • The Revenge of Last Year’s Losers, Week Two. Welcome to January
    Posted by on January 11th, 2012 at 5:57 pm, Comments: 0

    When the going gets weird, the wierd turn pro – Hunter Thompson This quote illustrates perfectly the nature of the current market. Yes, some of [...]

  • 4 Stocks With A Change of Character and Potential Big Winners
    Posted by on January 10th, 2012 at 6:28 pm, Comments: 0

    Change of character refers to a potential change of a longterm trend. One simple way to find stocks that could be labeled as such is [...]