stocks

Alternate Realities: GOP or Dem Markets

Which of our two major political parties would be a better steward of our capital markets and financial system if left unchecked by the other party?  I think either way, the result would be pretty scary. The Republicans never met a business they didn’t want to deregulate and the Democrats never met an underprivileged constituent…

Sell in May and Go Away…I just may, eat some hay, and lay by the bay

[vodpod id=Groupvideo.2454003&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Should investors heed the phrase “Sell in May and Go Away” this year? If there’s one thing I’ve learned over the last 30 years or so, its that any advice that rhymes is guaranteed to be true and is automatically good to follow.  Think about it: “Beer before liquor, never sicker” “An apple…

What Has Been Working So Far in '09

My colleague JC just sent me the below graph, a helpful reminder of which sectors have been over- and under-performing so far this year… So far, the best groups since the start of the year have been techs, materials, consumer discretionaries, gold and energy… Even with the incredible run since the March lows, financials are…

Keep Your Filthy Hands Off My Clients' Money, D.C.

Oh Boy.  Talk about adding insult to injury.  The same Washington D.C. that brought us the TARP fund and all the lackadaisical oversight that came with it now has a new way of raising the money to pay for it. It seems there is an academic named Dean Baker, who would like to add a…

Barron's Buzz: December 28th, 2008

Quick thoughts on this week’s Barron’s… Cover story on Mark Hurd and the profitability of Hewlett Packard…Yawn.  As they say on the Dealbreaker message boards, “too printery, didn’t read”. House of Cards story about credit card companies and their exposure to…to…zzzzzzz, oops, fell asleep again!  Not much new in Sandra Ward’s article, but worth a…

Barron's Buzz: December 20th, 2008

Quick thoughts on this week’s Barron’s… Kopin Tan killed it with massive 2009 outlook-y article…Brady Bunch-style grouping of Chief Market Strategist types from both buy-side and sell-side with their ’09 S&P earnings estimates and targets.  Didn’t see Abby Joseph Cohen in there…that’s refreshing.  Nice to see some non-bulge bracket people, Jason Trennert from Strategas grabs…