Yesterday I had mentioned the fact that the mathematical arguments being trotted out by long-only permabulls to justify higher stock prices were getting increasingly tortured. But of all the stupid stuff we’re seeing get trotted out this week, the ol’ Fed Model is perhaps the worst. I knew it was inherently flawed but never to…
February 2013
Hot Links: Breaching the Fed
Your morning financial links, expertly curated.
by the way…
by the way… The Congressional Budget Office just put out its economic reports for the next decade: (RealTimeEconomics) This may not be the next secular bull market – but the next big sell-off should be the last one for the cycle. (StreetTalkLive) Investors need psychology to study Apple – not just fundamentals. (InstitutionalInvestor) CoreLogic: Home…
Clips from Today’s Fast Money
Video.
Jack Hough: Price to Normalized Earnings Not So Bueno
Video.
Phil Spector Trailer Hits (with Al Pacino!)
Video.
361 Capital Weekly Research Briefing
361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…
Battle of the Gentle Bands
Video.
T.I.N.A. (or the Seller’s Dilemma)
In 1901, steel magnate Andrew Carnegie sold his entire empire to JP Morgan for $480 million – a sum he had scribbled on a piece of paper and that Morgan did not haggle over. After years of the kind of debilitating economic and political warfare it took to remain on top, Carnegie was finally done…
Hot Links: First Signs of Fear
Your morning financial links, expertly curated.
