Blog

Archive for July, 2012

The market jumps to conclusions and Coach drops almost 20%–but I’d be careful even though I believe this is an extreme overreaction

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China takes another step toward stimulus while the markets wait for the ECB and Draghi on Thursday

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Volatility is here to stay and I don’t think you can simply ignore it: here are four investing strategies for coping (and maybe even profiting)

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I think the problems in ExxonMobil’s second quarter earnings argue that the stock doesn’t deserve its huge premium to the shares of other oil majors

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So what exactly is the life expectancy of last week’s Thursday/Friday rally?

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The more Mario Draghi moves from vague talk to specific proposals, the more likely global stock markets will be disappointed on August 1

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Potash of Saskatchewan lowers guidance for 2012–I’d use the current rally to exit positions

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U.S. economy grew at just a 1.5% rate in the second quarter–the odds that the Fed will announce a new stimulus program just went up

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Expect the euro debt crisis to push up revenue and profits at Euro exporters–here are 3 early picks

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Today’s rally is built on traders deciding to avoid event risk after Draghi says the ECB will defend the euro

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