January 2013

Yes, Alcoa does still matter

Yesterday on CNBC I mentioned that Alcoa is still somewhat of an important barometer for the broader markets, even if a somewhat diminished one given its relative size versus the rest of the Dow stocks. Everyone on the show yelled at me that it’s irrelevant. OK, sure, but what does the data say? From MarketBeat:…

Art

True story… So I’m on the floor of the New York Stock Exchange yesterday for the Fast Money halftime show, bumping into friends who trade down there – Steve Grasso, Kenny Polcari etc.  The producer grabs me for the debate segment on YUM Brands, I’m the bear and Pete Najarian’s the bull. We’re whisked across…

Ron DeLegge’s ETF Megatrends for 2013

Ron DeLegge is the really witty, knowledgeable host of the Index Show, a radio broadcast he does from California, and the author of the book Gents with No Cents. I came across a really interesting article he published at Advisor One the other day about five ETF “megatrends” for the coming year and I agree…