My colleague JC just sent me the below graph, a helpful reminder of which sectors have been over- and under-performing so far this year… So far, the best groups since the start of the year have been techs, materials, consumer discretionaries, gold and energy… Even with the incredible run since the March lows, financials are…
stocks
Keep Your Filthy Hands Off My Clients' Money, D.C.
Oh Boy. Talk about adding insult to injury. The same Washington D.C. that brought us the TARP fund and all the lackadaisical oversight that came with it now has a new way of raising the money to pay for it. It seems there is an academic named Dean Baker, who would like to add a…
471 Stocks In The S&P 500 Down In 2008…The Only Winners Were The Takeovers
Over at Bespoke Investment Group‘s site, they’ve got the top 15 performers on the S&P 500 and the bottom 15 for 2008. Interestingly, out of the worst 15, 5 of them don’t exist anymore (Lehman, WaMu, Nat City, Bear and Circuit City). More interestingly, and a great sign of the times for 2008, was that…
Barron's Buzz: December 28th, 2008
Quick thoughts on this week’s Barron’s… Cover story on Mark Hurd and the profitability of Hewlett Packard…Yawn. As they say on the Dealbreaker message boards, “too printery, didn’t read”. House of Cards story about credit card companies and their exposure to…to…zzzzzzz, oops, fell asleep again! Not much new in Sandra Ward’s article, but worth a…
Barron's Buzz: December 20th, 2008
Quick thoughts on this week’s Barron’s… Kopin Tan killed it with massive 2009 outlook-y article…Brady Bunch-style grouping of Chief Market Strategist types from both buy-side and sell-side with their ’09 S&P earnings estimates and targets. Didn’t see Abby Joseph Cohen in there…that’s refreshing. Nice to see some non-bulge bracket people, Jason Trennert from Strategas grabs…
