The Week Ahead, July 13th Edition; Thoughts, Rants, & Expectations (GS)
While earnings season is officially underway, investors have been bypassing the earnings appetizers and awaiting the main course, which begins serving this week.
Alcoa is the standard torch-bearer, but it’s not a bellwether for much more than aluminum prices these days. (you can read my earlier notes on Alcoa at the end of this post on [...]
The Market Week in Review - June 22-26
#1 - Bernanke testifies before the House Grandstanding Oversight Committee – Thursday
For those of you who didn’t watch the four hour “display”, I can assure you that you had a more satisfying week than I.
I have tried my whole life to keep my nose to the business of studying companies, trends, and business models. I [...]
A Three-Pronged Thesis for Safeway
Anyone who listened to Ben Bernanke’s testimony this morning got an extremely frank rundown on the state of the U.S. consumer. Some tidbits from his testimony:
“Real economic activity in the second quarter appears to have been remarkably resilient; however in the third quarter economic activity appears to have decelerated broadly”
“Real PCE fell in June and [...]
About
Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
Subscribe to feed
Search
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)
Older Posts That Folks Seem to Like
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 2.0 Generic License.