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Tuesday, November 21, 2006
Turkey Shoot

- The bulls have much to be thankful for
- A bizarre explanation for the stock market rally
- When the market is in a high liquidity zone, since 1980 the market has rallied more than 60% of the time with an average annual gain of +13.2% ($)
- The Return of M3
- The inflows keep coming in
- This year, while mutual fund investors headed for the exits, the main US stock indices staged emphatic rallies ($)
- "The sentiment readings are now bearish. Although they don't signal an imminent decline, the increased optimism say's it's a good idea to start planning an exit strategy. We are in the seasonally strong six-month and three-month periods of the year and there is no reason why stocks can't go higher for a while, but the handwriting is on the wall." - Michael Burke
- Sanity always prevails - eventually!
- How skepticism can fuel a rise
- TickerSense compares the market's performance in 2003 vs 2006 and explains how the recent momentum often continues historically
- The end-of-year rally is already over?
- More thoughts about the VIX
- A quick check on industry sector momentum
- Public charts and commentary
- "The kids are currently outperforming the stock market’s greybeards as the Warren Buffetts and John Templetons of the world worry about such silly things as optimistic valuations, waning earnings’ momentum, a slowing economy, a housing debacle..." - Jeffrey Saut
- It's a good time to be a home buyer as prices get slashed
- Home sales fall in 38 states
- When the housing market gets tough, sellers offer interesting incentives
- Construction CEOs get fattest pay raise
- The coming collapse in housing by John Mauldin
- However, the worst of the housing bust is over according to a new poll of economists ($)
- Has inflation peaked?
- The bagel inflation index shows bite of inflation
- No inflation? UPS just jacked up rates by 4.9%
- Read Black Friday's news in advance
- Most shoppers are planning to spend at least $500 this holiday season
- Can't find that toy your kid wants for Christmas? Blame China!
- A very interesting Q&A with Vitaliy Katsenelson
- Paul B. Farrell worries about the population bubble
- Yaser Anwar shares some food for thought on corporate profits, economic cycles, and opportunities in Brazil and Canada
- Red alert!
- Derivatives trading soars!
- The NYMEX rocket
- Wall Street's cash spigots are turned wide open ($)
- So far this year, investment banks have earned $14.8 billion in fees for helping along the year's deals which tops the previous record of $14.6 billion in 2000
- For some companies, the more they borrow, the safer they are deemed
- Has the bar really been lowered for new IPO's?
- The 10 worst internet acquisitions ever
- Big Wall Street firms are targeting emerging markets more and more
- Mideast markets have been severe underperformers
- Commodities: bust or boom?
- Tobin Smith chimes in on the Canadian Income Trust Massacre
- Peak Oil Theory is faulty?
- The clean-energy business is turning into the next big investment boom
- Invest in the biofuels of tomorrow
- Analysts are starting to build climate change into their trading models
- Pursuing the green in clean energy
- A bullish view of the dollar is not widely accepted
- Platinum fund talk stirs market
- Fun factoid! On this very day back in 1995, the Dow Jones Industrial Average closed above the 5,000 mark for the first time!
- Google shares top $500 for the 1st time
- Both China Grentech (GRRF) and China Tech (CTDC) are up nicely today
- What's hot and not in Internet growth
- The rally's secret leaders
- The world's most respected companies
- Top 10 companies for revenue growth by industry
- Stockpickr's spotlight portfolios
- IBD's screen of the day searches companies that beat consensus earnings estimates by a wide margin in the last quarter. 30 stocks were identified: ALB, CBRL, CEPH, CMG, CROX, CWTR, DAKT, DECK, DKS, DLB, FTEK, GES, GMXR, HWCC, ICOS, IT, KOSP, MDCO, MER, MGM, MM, NFLX, NTY, PHLY, PMTI, SEH, SRE, TDS, TTEC, and WNR
- IBD's 10 fast growing large caps
- John Dorfman's GARP screen
- S&P 1500 stocks with the highest average intraday range over the last 50 trading days
- The best and worst performing stocks in the Russell 3000
- Notable new highs
- The takeover targets stock screen looks for profitable companies that trade for less than 5x cash flow and have minimal debt
- Recent insider transactions ($)
- "If you stick to one approach all the time, you might miss out on significant profits. Just as in a poker game, markets are always changing, so you must adapt your game plan when it looks like it makes sense to do so." - Johnny Chan
- Did you know that the market tends to do better or worse depending on where we are in the lunar cycle?
- Early signs of winning stocks
- A better way to play the January Effect
- Are you patient enough?
- You should bet amounts that aren’t too big, but enough to slightly worry you
- Fund manager says investors can improve their performance by making more mistakes
- Very stupid - stock spam actually works
- A freeware application that allows you to get, monitor and analyze free Excel stock quotes and live stock market data
- The funny thing about money is that someone always has more of it than you do
- Stockpickr's blog index
- Sign of the times: more people are quitting their day jobs to blog for a living
- Picking a value ETF has become more complicated but is still manageable
- An interesting look at the endowments at Harvard & Yale
- The low-maintenance ETF portfolio
- World Beta's sample portfolios
- I'm not sure why Rydex S&P 500 Equal Weight fund (RSP) doesn't get more respect
- Jumping into sector ETFs? Not so fast!
- Fundamental indexing versus market-capitalization indexing
- Index funds beat stock pickers in booming emerging markets
- Most are reluctant to buy annuities for retirement
- Young people struggle to deal with kiss of debt
- Clark Howard's greatest hits will keep you busy
- Did you know that 1 in every 16 millionaires faced a tax audit last year?
- Deductions for home offices will likely face IRS scrutiny
- Kiplinger's offers a sneak peek at tax savings to come in 2007
- Typos can prove costly
- Meet Senator Millionaire
- 6 ways to avoid identity theft
- Legendary hacker, Kevin Mitnick, gives security advice
- Think outside the gift box
- GPS finding its way to the mainstream
- Oprah's favorite things
- I love board games and if you're looking for gift ideas, games from Front Porch Classics are always a good choice
- The only way to get more people to use the new dollar coins is to completely stop printing the dollar on paper
- How to make sure your charitable donations really go to good causes
- Have a hassle-free holiday
- Tips on buying a Thanksgiving turkey
- "People rarely succeed unless they have fun in what they are doing." - Dale Carnegie
Posted by Kirk at 2:17 PM in Research | Bookmark | Feeds | Link |
