¯\_(ツ)_/¯
Uncategorized
Even if you knew what the best stocks would be…
Stop whatever you’re doing and read this:
Answering Larry’s Call
Let’s hope others heed this call as well and actually do something about it, before we squander any more opportunity for long-term returns.
Chart o’ the Day: Banks relative to the S&P 500
Krinsky notes that this weakness is being echoed across the Atlantic and Pacific as both European and Japanese banks act worse than their respective markets.
The Usual Explainers
We don’t like randomness.
Kristaps Porzingis and the Trouble with Snap Judgments
I was a vocal member of the chorus of booing Knicks fans last June.
Bernie Maodoff: The million-man ponzi
There’s a ponzi scheme unraveling in China that may have caught close to a million people and over $7 billion in its jaws.
Japan celebrates “the end of monetary sanity”
“The Nikkei continued its celebration of the end of monetary sanity…”
S&P 500 Earnings Outlook: Gross
Savita Subramanian’s Equity & Quant Strategy group at BAML looks at the earnings outlook trend for the S&P 500. On a monthly basis, the trend in downward revisions is the worst they’ve seen since March of 2009. In January, the three-month earnings estimate revision ratio (ERR) fell for the fifth consecutive month to 0.49 from…
This Week on TRB
These were the most read posts on the site this week, in case you missed it: