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Monday, May 12, 2008
Searching For Direction
Is the U.S. in recession — yes or no?
Recession odds tick lower
"Inflating our way out of trouble is tempting but it's another buy now, pay later strategy, both for the economy and investors." - James Saft
Why all roads lead to inflation
When should the Fed crash the party?
Get ready for lots of Fedspeak this week
Market psychology according to the NYSE TICK
Beneath the action of the broad index is considerable sector rotation
Navellier provides five reasons why sell in May and go away will not occur this year
"Isn’t it amazing how fear has morphed into greed in a mere seven weeks, for now the cry on the Street of Dreams is about the new bull market that has emerged!" - Jeffrey Saut
Risk management is becoming an art
Bulls could drown on the river card
More cash is flowing into money market funds
For the first time since December 2005, futures traders are turning bullish on the dollar
Beijing and Riyadh will call the shots on ailing dollar's future
The week ahead according to the Financial Times
First-quarter earnings season shifts to the retail sector this week
"Since the beginning of 2006, 74% of the option expiration weeks have been positive (20 out of 27), but the average return was only +0.5%. Wednesdays have by far been the strongest day of the bunch, being up 78% of the time by an average of +0.5% - accounting for all of the points gained during expiration week." - Jason Goepfert
Aren't stocks always at a critical level?
How to tell if a rally is real
Consumers feel pinched, but market isn't worried
House prices need to fall by 10-15% over the next year and a half for the rent/price yield to return to its historical average
Schwarzman’s subprime analogy
The foreclosure crisis is hitting the self-storage center
My favorite quote of the day: "It's either the beginning of the end or the end of the beginning." - Josef Ackermann
GE makes a timely exit from the recreational vehicle & boat industry
Experts dispute the notion that Americans have become cavalier about financial obligations
Banks and companies raised $20 billion on the world’s equity capital markets last week
Meanwhile, more entrepreneurs are turning to controversial merchant cash advances
Why does a bank need a meteorologist?
An oil bubble to rival the internet boom
"Buying oil has become a way for hedge funds, pension funds and other institutional investors to offset their exposure to dollar-based assets like United States stocks and bonds. And many traders have followed the market’s momentum, aggravating the trend." - Roger Diwan
California's fascination with solar power has created thousands of jobs
Ethanol fantasy fuels a food-price nightmare
Oil costs are expected to offset stimulus package
Debate over taxing oil profits grows
Oil stockpile is only a drop in the bucket
Have you looked at the Baltic Dry Index lately?
Peru & Russia could follow Brazil's higher rating
Why emerging-market growth isn't always good for investors
Busting the DRAM chip cartel
Inside the Tata Nano Factory
BlackBerry gets bold
Apple, Google, & RIMM dominate the Nasdaq 100
Americans are on the pot-holed highway to hell?
Morgan Stanley's infrastructure fund rakes in $4 billion
A peek at Pimco's long view
What are today's megatrends?
Corporate deal-making is a lot like dating and marriage
Van K. Tharp makes a book recommendation
The humbling travails of Bill Miller
"These concentrated funds scare the hell out of me. Either the manager knocks it out of the park or he strikes out." - Brad Alford
Hedge fund hits investors with an exit fee
How some stock-fund managers stockpile dollars but still earn top returns
The experts share their favorite stock picks
Newsletters' love affair with Pfizer has been stormy
Harry's momentum stocks
Ask this question frequently - what would you attempt to do if you knew you could not fail?
Learn from my mistakes, Nick Leeson says
Should you trade mechanically or with discretion?
Combining price & volume to predict price movement
Trading Gartley Patterns
Another perspective on the COT report
Jim Wyckoff's trading checklist
When trading around earnings, you must avoid high-expectation situations
Dividends don’t lie?
When using the p/e ratio, look to the margins
You don't have to be a client to access TradeStation's stock research
New study finds workers make simple 401(k) mistakes
Simple portfolios for complex times
Ultra-short bond funds haven't been ultra-safe
Measuring identity theft at the top banks
Did you know that women are better at avoiding investment fraud?
Tobu is a freeform information organizer
Bruce Lee’s top 7 fundamentals for getting your life in shape
"We would often be sorry if our wishes were gratified." - Aesop
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