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Monday, April 28, 2008
A Healthy Dose Of Skepticism
The big money is bullish!
"My general feeling is that the recession will be longer and deeper than most people think." - Warren Buffett
Greenspan, Bernanke, and Volcker: a study in contrasts
Federal Reserve officials are wondering how long consumer-price inflation can stay in the neighborhood of 4% without undermining their credibility as inflation fighters
One man's opinion on why the crisis is still far from finished
The credit crunch will give way to an inflationary crunch?
"For the past few months we have fallaciously suggested that interest rates were going to rise, the U.S. dollar was going to firm, crude oil was subsequently going to decline (along with most other commodities), and that the major U.S. indices, led by the financials, were going to rally; emboldened by the steepening yield curve, which implies the economy is going to recover. While we are often early, over the years we have tended to be generally correct." - Jeffrey Saut
Bill Miller is feeling optimistic
Some thoughts from a man with experience
Estimates are key at financial firms
Has the financial industry's heyday come and gone?
Doubling down in financials
What implied volatility has to say about the financials
Boomtime for derivatives as investors bet on volatility
An earnings preview for this week
Dirk Van Dijk updates his first-quarter earnings scorecard
Earnings beat rates by international exposure
The insiders keep on buying
"We can’t recall the last time we didn’t feel as if the markets were at a major decision point but, even so, that is exactly how things appear at present." - Kevin Klombies
Weak labor market = cheap stocks
A look back at the 40-week cycle theory
There's no such thing as a recession proof industry?
Every growing economy needs a leading sector
At least some people are buying cell phones
Money flows and more from the Doctor
Low expectations for high end retailers
Pain of foreclosures spreads to the affluent
As real estate slumps, Americans now consider stocks again
Unpaid utility bills soar
The upside of high gas prices - less traffic
With crude approaching $120, experts look for hints of decline
An oil bulls' biggest nightmare
The dollar looks ready to rally
Oil's slippery slope
New York cabs are going to turn green
Commodity prices fall? Surely not
Is there too much speculative fund money going into the commodity markets?
The new economics of hunger
Who benefits the most from soaring commodity prices?
More Americans go on the recession diet
Time to buy the cow?
Global water shortage plays
What Jim Rogers is pounding the table on lately
Value investor Mizrahi finds few raging bargains
Deep-value investing in the "G Ice" Age
An interesting screen - deteriorating operating margins & increasing capital intensity
9 solar stocks that will shine
Colby's bullish & bearish stocks on price & volume
Ken Heebner's highest-yielding stock picks
A bull flag screen
A BIG dividend stock list
As of last Friday, StockScouter's top 50 picks for April were up +11%. Here's the top 50 as of today
The weekly insider transaction report
A little research on insider trading
Cash flow expectations are important
How to build your own trading model in eight steps
35 trading tips from a market speculator
Herg Greenberg's 5 simple lessons
"To overcome risk in the market, you have to know more than everybody else." - David Sackler
What's your premarket routine? Here are 15 steps to get ready for the market day
A fast track technical analysis tutorial
More than any other variable, investors think too much about price
MSN's ETF performance tracker is a great tool
Morningstar looks for bargains in the ETF landscape
An overview of broad-based commodity choices for your portfolio
Survey says investors have lost faith in mutual funds
Do expense ratios matter?
10 ways to save real money
Five ways to recession proof your kids
Synonyms for Recession
Get the day's top news stories delivered to your inbox
The 50 best blogs for free investment advice
There's info-arbitrage in cyberchatter
"Be daring, be different, be impractical, be anything that will assert integrity of purpose and imaginative vision against the play-it-safers, the creatures of the commonplace, the slaves of the ordinary." - Cecil Beaton

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