Thursday links: faith and luck
Quote of the day
Tom Brakke, “I don’t care what you believe. But you have to convince me that it’s something more than faith and something greater than luck. No matter what tribe you come from.” (research puzzle pieces)
Chart of the day
Investors are getting pretty bullish. (Bespoke)
Ray Dalio on where cash will go in 2013. (Market Folly)
Why have investors underestimated Carl Icahn? (Kiplinger’s)
Warren Buffett pulls ahead in in his stocks vs. hedge funds bet. (Fortune)
Netflix ($NFLX) su
http://feedproxy.google.com/~r/abnormalreturns/~3/yQy_xtiY7jg/ 2013-01-24 11:57:29 PST
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http://www.musingmoney.com/country.html 2013-01-24 10:56:03 PST
AAPL Weighs On Nasdaq
The markets are mixed this morning with the S&P 500 making fresh highs while the Nasdaq languishes under the weight of AAPL shares.I read the earnings release for AAPL and listened to the conference call and the results do not lend themselves to a -10% plunge in the share price. It's tough to watch this as an investor but it really comes down to high expectations. Traders were hoping for a bigger beat on the EPS number as well as higher unit sales for iPhones and Macs. Mac sales were definitely light, as the company said t
http://mymoneylife.blogspot.com/2013/01/aapl-weighs-on-nasdaq.html 2013-01-24 10:28:00 PST
Apple is STILL a megacap
Sometimes as a blogger it is fun to revisit past posts to see what, if anything, has changed since you wrote that post. Way back on November 30, 2011 I wrote a post on Apple ($AAPL) talking about the fact that Apple had become a megacap stock and research shows that the largest company in any sector tends to underperform over time. Back then I wrote:
Apple is no longer the scrappy company that produces ads based on 1984. In a certain respect Apple now is the establishment. In its chosen markets Apple is the leader. That is why other smartphone
http://feedproxy.google.com/~r/abnormalreturns/~3/puKSS7WhzVw/ 2013-01-24 09:04:08 PST
Wednesday links: from lows to highs
Quote of the day
Tim Richards, “Our view of the world is dichotomous, it’s either all bad or all good and when our beliefs about our levels of control are breached we swing from high to low.” (The Psy-Fi Blog)
Chart of the day
The S&P 500 doesn’t get much more overbought than this. (Bespoke, ibid)
More signs that sentiment is getting a bit elevated. (Institutional Imperative, Phil Pearlman)
Why David Tepper is (still) bullish. (Market Folly)
Everybody hates bonds. (Bianco)
Five reasons to be cautious
http://feedproxy.google.com/~r/abnormalreturns/~3/t9NGhSuGBi4/ 2013-01-23 11:42:04 PST
Importance of an Emergency Fund
They’re starting to talk about layoffs at work again, but this time it’s going to be BIG. I’ve been told I’m very safe from getting laid off but there are a lot of people around me that are going to lose their jobs and it’s going to impact those of us that are left by increasing our workloads a ton.
With all this uncertainty at work, it’s made me think of a neighbor that lived around the corner from me. I didn’t know this neighbor but, near the beginning of the recession (the second depression), I w
http://feedproxy.google.com/~r/EverybodyLovesYourMoney/~3/ymShBpG825g/importance-of-an-emergency-fund.html 2013-01-21 04:52:25 PST
Stock Market -- 2013
The US starts the year with ample resources of physical capacity, labor and financialcapital. The country is in the midst of the most powerful liquidity cycle since the 1930swhich would normally assure both an advancing economy and stock market. Since theinflation rate has been tame in the recovery environment, the stock market should be trading at an elevated p/e ratio, and with $100 per share earning power, the SP 500should be trading in a range of 1650 - 1700 and not the low 1480s. But there are significant drag factors. The Great Recession,
http://capmarketline.blogspot.com/2013/01/stock-market-2013.html 2013-01-18 16:43:00 PST
Start Saving For Your Child’s College Sooner Than Later
My nephew is starting college next year. He has grown up so quickly. It seems like just yesterday that I was standing in the hospital holding him for the first time. It really is amazing how fast time goes by. I think my sister and brother in law are also amazed at how quickly time has gone by. During the holidays, we were talking and they were going over how they were planning on paying for his college. It’s going to take a lot of cash to pay for his tuition and living expenses. Luckily they both hav
http://feedproxy.google.com/~r/EverybodyLovesYourMoney/~3/ihiLAX_jc4A/start-saving-for-your-childs-college-sooner-than-later.html 2013-01-18 07:48:00 PST
Thursday links: the cost of copying
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Quote of the day
Noah Smith, “Investing is an area of human endeavor in which copying other people is not a surefire route to success. This makes it different from many other areas of life.” (Noahpinion)
Chart of the day
The WTI-Brent spread is coming in. (FT)
The sell-side still hates stocks. (Big Picture)
A look at the years in which the S&P 500 never went negative. (Avondale
http://feedproxy.google.com/~r/abnormalreturns/~3/_debSBRltHU/ 2013-01-17 11:47:54 PST
The overall market has not gone anywhere since 2nd January. All the gains happened in 2 days. For last 10 trading days it has been a slow churn.
But if you forget the overall market and focus on setups, you would see lot of breakouts are happening and also there is good follow through on right kind of setups.
In the universe of 1298 stocks with momentum there are at least 30 good setups pre breakouts. The top 20% stock by momentum show promising action as of now.
Large stocks have had some trouble and AAPL is prime example of t
http://feedproxy.google.com/~r/blogspot/JtlUm/~3/FWKrlgYvv04/sideways-market.html 2013-01-17 07:03:00 PST