Blog

Archive for July, 2013

Now it’s all politics and that’s too hard to read: Sell Yingli Green Energy

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Buy Precision Castparts on this dip for a return to organic growth in 2014

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Stronger than expected U.S. economic growth doesn’t move stocks much

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Emerging markets are now disliked; I’m waiting for the day they’re hated

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Fertilizer stocks in rout as potash cartel cracks

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Industrial production falls in Japan; stocks climb in Tokyo

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Where’s the inflation? Maybe its deflation that we should be worried about and investing for

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Potash: Volumes are up but prices are down so still too early to buy

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Japan’s big sell off on Friday overstated the strength of June’s inflation numbers

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Saturday Night Quarterback says, For the week ahead expect…

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