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Wednesday, September 03, 2008
Thoughts, Themes & Theories
New trading season, same old worries
Traders are ready for a September to remember
Welcome back to the jungle!
The economy is slow no matter how you slice it
Investors' concerns about a slowing global economy are trumping their worries about the troubled financial system
Auto makers in the U.S. again reported weak monthly sales
Despite lower oil prices, little relief for consumers
What's up with the bonds?
Here comes Frannie?
How the Fed can fix the world
What's another $30 billion down the drain?
Now that summer is behind us, the performance race to the end of the year will begin. For what it is worth, the hedgies are well-motivated
The hedge fund industry's favorite trade
According to Bloomberg, WDCI has overtaken LEAG in viewers per day
How Jamie Dimon manages risk
A number of prominent value investors have unloaded their stakes in beaten down financials, booking hefty losses in the process
According to Fitch Reports, $29 billion of option adjustable rate mortgages issued between 2004 and 2007 reset in 2009 and $67 billion reset in 2010. The potential average payment increase is estimated to be 63%.
More bottom calling in the housing market
Housing stabilization will lead the overall recovery
Fundamentals of real estate market bottoms
So, with that in mind, let's take a look at investor sentiment in the home builders
The death of the credit card economy?
"Recent sector behavior has shown signs of rotation, rather than trending, which is consistent with continued weak money flow readings." - Dr. Brett Steenbarger
How to play the bull countertrend rally
Three sectors that will lead next bull market
Many wealthy investors shift to cash
Did you know that individual ownership of US stocks has fallen to a record low?
Capitulation watch continues
"Clearly, the Year of the Rat has lived up to its name since Rats have a tendency to be opportunistic with an eye for a bargain, but are unwilling to pay too much for anything." - Jeffrey Saut
"We've suffered through a curious bout of bottom-calling in the last six weeks, but price action still doesn't point to the final demise of this bear market." - Alan Farley
Rough market conditions keep IPOs on the sidelines
Indeed, greed and fear rule the markets
Move over S&P 500 - an investment benchmark for the masses
The big reduction in overall short-interest looks like a global bet that funds will flow to the US and that the dollar will continue to gain while the oil price falls
A golden cross for the U.S. dollar
Economists who say economic conditions can be used to explain the outcome of almost every presidential election since at least the 1950s are perplexed
The psychology of oil prices
Commodities derailed
Energy is the place to look for value
Oil at $80 a barrel?
A tiny windmill for your roof?
Light shines on solar-energy stocks
Hedges in flight
Thoughts from across the pond
50 stocks set to shine in September
What's on Harry's death list?
Morningstar recommends six cheap stocks to short
A stock screen you can run on your own for finding market leaders
The earnings calendar is quiet this week
Looking for a few moving average crossovers?
If you find a trend, plan for its reversal
To cope with recent volatility, you may want to gravitate toward using weekly charts
"Trading bigger positions in a bad trading market is ill advised. In markets that move in percentage points and turn on a dime, we should be trading smaller." - Eric Bolling
With buybacks, look before you leap
What George Kleinman learned this year trading commodities
Jeff White on some quick-hit trading
Study Harvard's Endowment for investing tips
CXO offers a few ways to evaluate trading advisory services
Think you're a trader? IRS may disagree
For mutual fund lovers - 9 essential fund facts
How to find the right ETF for your portfolio
Jim Lowell's top ETF picks
A quick retail ETF checkup
A hard assets ETF based on Jim Rogers’ Index launced today
Exchange traded notes or ETNs are starting to catch on
As of today, the most overbought and oversold U.S. ETFs
You may not make a whole lot of money, but you can still save a little
Some banks are hurting so badly for funds that they are offering terrific deals to ordinary depositors
But, be careful with new REX agreements
Time to explore the world of master limited partnerships?
Do you use use SogoTrade? If so, let me know what you think
Which airlines are most likely to lose your luggage?
20 tech habits to improve your life
Recommended readings for our times
SaneBull's live stock market monitor
Things you don't say to your wife
"If you want happiness for an hour--take a nap. If you want happiness for a day--go fishing. If you want happiness for a month--get married. If you want happiness for a year--inherit a fortune. If you want happiness for a lifetime--help someone else." - Joel Osteen

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