I love 13F filings, it’s always exhilarating to hear about what my investing idols are buying
Three Things That Are Bottoming
Real quick here, this is a rant but a thunderous one… I’m seeing all kinds of bottoms being formed on an anecdotal basis. I usually do data-driven (or at least supported) things here, but today we get a little bit squishy. We’ve reached peak-nonsense in a few places and I just have to shout them…
Staples over Spyders
The trend of strong consumer staples and health care plays over the rest of the market is still in force today.
Kenny: Joey Diphard's Dad
Video.
GDP Growth vs Stock Returns
A look at whether or not there is a link between a country’s GDP growth and its equity market returns.
Winners on Weaker Oil
JPMorgan’s legendary airline analyst Jamie Baker is basically saying to hold our noses and buy this morning.
Hot Links: Make or Break You
This morning’s hottest links.
Starbucks CEO Sees an Agriculture Bubble
Schultz’s view is that the “speculators” and financial players are behind these sky-high prices
Attorney John Dowd: Class Act
Video.
The Red Collar Crime Wave
We are under attack. Chinese corporate criminals are committing Capital Genocide against American investors.
