You can put together as many lists of stocks and themes as you want, but overshadowing all of your investment theses will be the simple fact that in 2010 we’re going to see the End of the Easiness (apologies to Don Henley).
BusinessWeek
Follow Up: Ag-Related Stocks Being Harvested
Yesterday I discussed the possibility that portfolio managers may now look to the agriculture-related stocks to play catch up vis a vis the metals and energy stock rally. Guess they were thinking just that: Industry Top Performers Intraday Price Performance % Change Market Cap AGRIUM INC. [AGU] +7.31% $8.4 B POTASH CP SASKATCHEW [POT] +6.17%…
Hot Links: The Ugliest Buildings in the World
Stuff I’m Reading this Morning… Market’s quiet ahead of earnings from Citigroup (pre-market) and Google (after the close). (Reuters) Bloomberg should’ve bought a blog network instead of BusinessWeek. (VixAndMore) Happy Dow 7537! Ya know, in real dollar terms. (ZeroHedge) What’s the investment climate like Down Under? My mate Trader Mark knows. (FundMyMutualFund) Wait til you…
Hot Links: The Egg Monster
Stuff I’m Reading this Morning… BIG STORY: JPMorgan crushes their earnings by 31 cents. Look out! (Bloomberg) A philosophical take on whether or not banks are good for society. (NakedCapitalism) Vanguard did a study on how much bond funds could drop when interest rates get raised, the losses could be gigantic. (SeekingAlpha) Which Wall Street…
Eric Jackson on The Best Corporate Boards
If you don’t know Eric Jackson, he’s an activist shareholder through his fund Ironfire Capital and he also writes a terrific blog called Breakout Performance. When a knowledgeable activist talks governance and the quality of corporate boards, I try to listen and learn something. Jackson came upon something interesting during the course of his research…
Smart Balance: It's Like Buttah…Maybe
I’ll start by saying that this is not a post that contains any investment advice. I do not make specific recommendations or market calls to anyone through The Reformed Broker. In this piece, I’ll be discussing the merits of one small cap company that I consider to have a very interesting story. It could double…
Earnings Season: Wiping Lipstick Off The Pigs
As earnings season for the 1st quarter approaches, I thought I’d pass on this BusinessWeek article that is almost like a handicappers’ guide to spotting earnings red flags and number massaging. If you are daytrading, earnings season can be a veritable Candyland, with sharp swings and volatility at every turn. For those of us who…
