Stocks that move the most on earnings reports.
Bespoke Investment Group
Bespoke's 2010 Roundtable: The Outlook From Your Favorite Bloggers
The Bespoke Investment Group just posted a killer 2010 Roundtable, including the views of some of the best financial bloggers out there. I was honored to be included along with Eddy Elfenbein, Paul Kedrosky, Bill Luby, Michael Panzner, Mebane Faber, Charles Kirk and all the rest.
Exactly 9 Months Since the Bottom
It’s been exactly 9 months since the S&P 500 put in a bottom (March 9th). Hard to believe how far we’ve come since that day.
Bespoke's 2009 Commodity Scoreboard
The boys over at Bespoke Investment Group (aka The Notorious B.I.G.) just put up a look at how 10 major commodities have done so far in 2009. Copper For The Win! Sources: Commodity Snapshot (BIG)
For Those Keeping Score: Bespoke's Top Performing Stocks of '09 By Sector
The Bespoke Investment Group just posted a phenomenal resource for those keeping score, the Top Performing Stocks By Sector since the beginning of 2009. I was pretty surprised by some of the best in each group. I put up the energy stock top ten above, but I recommend you go and check out the whole…
Uh Oh…The Analysts Are Bullish
Many will call this the ultimate contrarian tell, in fact, most will. But then doesn’t that mean that the real contrarian would take this as a positive? I’m talking myself in circles here. From Bespoke Investment Group: Analysts are more bullish heading into the current earnings season than they have been at the start of…
Unlucky Sevens: Bespoke on the 1 Year Anniversary
One year ago today, the world looked and felt like it was coming to an end on Wall Street. The Dow dropped 777 points which was actually a larger point drop than the day the market reopened after the 9/11 attacks. Bespoke Investment Group does a great job reminding us of what was going on…
Hot Links: Megan Fox & The Siren Song of the Bears
Hot Links for Weekend Reading… David Merkel on ignoring the siren song of bearishness in a bull market. (AlephBlog) The big BIG winners of 2009: Stocks that are up 400% plus: (Bespoke) Bonus/ compensation discussions will be prominent at the G-20 meeting next week. (Bloomberg) Peter Schiff: Letting Lehman go was one of the only…
Hot Links: Don't Let Ballmer See Your iPhone, Boy
Stuff I’m Reading this Morning… China Strong, Dollar Weak. Stocks Likey. Keep walking, nothing new to see here. (Bloomberg) Mish says, “Yes, it is a Depression.” (GlobalEconTrendAnalysis) The Notorious B.I.G. sees a bullish reverse head and shoulders pattern in the chart of front-month gold prices. (Bespoke) Veteran Buffett-watcher Jeff Matthews on what the Oracle’s recent…
Hot Links: Venom Mickey
Stuff I’m Reading this Morning… FDIC’s Sheila Bair makes the case against having just one banking super-regulator in this morning’s op-ed. (NYT) Are you following the JunkDEX? Guess what the components are…lol. (VIXandMore) Check this huge graphic out: The Anti-Fed Fact Sheet. (VisualEconomics) Chinese ADR’s outperforming actual Chinese stocks…’cause we westerners know better what your…
