U.S. Stock Markets Strike Fresh Lows; Cooler Heads Stand Up?
All the major indexes sit at fresh multi-year lows Wednesday, as the crosscurrents of a seemingly endless wave of negative news has uncertainty levels (as measured by the VIX) one push away from new all-time highs.
The Secular Trends Portfolio has given back all the alpha that seemed so well-earned just two weeks ago on Election [...]
Solutions To Our Auto Problems; We Can Dream It, But We Can’t Do It
As I sat and watched the testimony of the Big 3 CEOs yesterday, I began to zone out (hey, it’s been a long month) and dream about a solution that many folks seem to have in one way or another, yet will never see the light of day.
Part of me would love to see what [...]
The Week in Review; Markets, Obama Set Humble Tone
As we approach the second week in November, the markets are largely as uninformed on the depth of this recession as last week. The only big unknown that’s been removed from the markets is who the next POTUS will be. But President-Elect Obama has inherited one of the weakest economies any of our 44 Presidents [...]
Global Markets, I Present to you President Obama; Now What?
Well, history has been made. Barack Obama has taken a staggering 338 electoral votes, and has won the Presidency by what, in political metrics, is an all-out landslide. Just because I’m not 100% sure I’d revealed my hand already, I will say that I fully believe we’ve elected the right man for the most important [...]
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Investopedia Commentary- 3 Retail Rocket Stocks (M, ROST, SPY, FDO, XRT)
- Pharmaceutical Profits That Aren't For The Dogs (MRK, SNY, PFE, PETS, CENT, NVS, ABT))
- Terex Reshapes For The Future (TEX, BUCY, CAT, DE)
- Is Best Buy Still The Better Buy In Electronics? (BBY, RSH, SHLD, WMT, AMZN)
- Oil Service Costs To Move Higher (CLR, XCO, SD, BEXP)
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Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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