Feed Archives 2006

Feed Archives 2005

Feed Archives 2004

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2003

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2007

Dec 3 Popeye-Paulson Needs More Than Plain Spinach

Nov 30 DELL: Mending Models

Nov 30 Subprime Delivers One-Two Punch Just Like Hurricane Katrina Did

Nov 27 The Dilution Solution

Nov 26 U.S. Holiday Sales: What Fools Believe

Nov 20 We Are In The Second Inning

Nov 9  Bernanke Squirms as USD Burns

Nov 6  Record Gold Could Prompt Biggest Bailout of All in USD

Nov 6  Should Canadians Go Global?

Nov 5 Citigroup Carnage Contained!…in Level 3?

Nov 5 Rubin’s Cube

Nov 2  How To Hedge Gold

Nov 1  Investor’s Cry After Fed Lies

Oct 30 The Hunt For Inflections

Oct 19 October Thrills Not Over Yet

Oct 17 Is Level 3 Dreaming A Nightmare In The Making?

Oct 16 You Call That A Bailout?

Oct 16   Gold Eyes All-Time Highs

Sept 28  Quick Take: September 2007

Sept 19  Big Ben and the Burgeoning Below Book Value List

Sept 17  Bernanke Meet Freud

Sept 16  Gold Gallops, But When Will It Jump?

Sept 14  Mr. Bubble Writes A Book

Sep 7  Chart: Aberration or The Beginning?

Sep 6  Gold Wakes Up

Sep 5  Waiting For Confirmation in Commodities

Sep 5  Ominous Shades of 2000

Sep 4  The School of Hard Work Or Habituated Hand-Outs?

Aug 31 Another Bailout Friday

Aug 31 Wish List Watch: HE

Aug 30 Where is the Fear Mr. Buffett?

Aug 24 Financial Storms Cloud Outlook For Gold

Aug 24 A Little Distress Selling

Aug 23 Shorts Pull Away As Put Bears Back Up The Truck

Aug 21 Forget Peak Oil, Peak Net Worth is the Real Danger

Aug 20 (9:15 AM) Ben And Coke

Aug 17 (9:10 AM) Relief is spelt B-E-N

Aug 16 (5:30 PM) Dow Holds The Line

Aug 16 (9:00 AM) Will Poole Get His Calamity Today?

Aug 15 Reasonable Fear

Aug 14 (1:00 PM) Wish List Note: WMT

Aug 14 Short Selling The Road To Redemptions

Aug 10 Wish List Pecking Order

Aug 9  Bailout Backfires

Aug 9  Brown-Forman Removed From Wish List

Aug 9  The "Plunge Protection Team" working Overtime

Aug 7  Greenspan’s ‘Adversity’ Fantasy

Aug 6  Cramer’s Sage Rage?

Aug 3  Attitudes Take Time To Change

July 26  Bear Rumblings And Housing Rubble

July 26  What To Do As Stocks Go Bust

July 24  Gold Primed, Seeks Pump

July 13  Credit Downturn Force Feeds Wall Street Banks with Losses Lamont

July 12  Where Are All The Homebuilder Bargains?

June 27  5.5-Years of COT Says Gold A Buy

June 26  Spilt!

June 19  Beefy M&A Expectations

June 13  Remain Calm!   It’s only a bunch of Bear Markets

June 8 Examining Some Prospects Following The Utilities Slump

June 8 Conundrum Unwind or Glut Rewind?

June 7 Pessimism Coagulates

June 5 Another Bear Trap or Time For Some Anti-Liquidity Bets?

May 23 Utility Futility

May 18 Gold Game Evolves As China Continues To Play Ball

May 11 Mapping The Proton Path

May 7  Relativity In A World Gone China

May 2  Whistling Dixie To The Chicken Littles

Apr 27 Buy!...Because Others Might

Apr 24 Gold: From Ignored Relic to Fan Favorite

Apr 18 China and The Chocolate Factor(ies)

Apr 13 Lakeland Industries Reports Year End Results

Mar 28 Learning Curves

Mar 23 Coming Soon To A Market Near You -- ‘The Landing’

Mar 16 The Stylings of Sir Alan

Mar 15 The First Cut May Not Be The Deepest

Mar 14 A Bailout Before The Bust?

Mar 13 Heh Diddle Diddle

Mar 9  A Cold and Flu Story Gone Cold

Mar 5  Waiting For The Paulson Bounce

Mar 2  Mind The Gaps!

Mar 1  Nero Fiddle Me This…

Feb 27 Want To Buy Some Chinese Stocks?

Feb 27 Bernanke May Have To Break From The Greenspan Script

Feb 16 Bias Changed: Fed Fears Slow Down

Feb 13 Stocks Absorb The Ominous In Stride...For Now

Jan 31 Are the Latecomers Still Golden?

Jan 26 Bear’s Wait for the Dam To Break

Jan 19 Hedge Funds: “Enhancing economic flexibility and resilience”?

Jan 17 Liquidity Dilutes!

Jan 5, 2007  The First Important Trend of 2007?

2006

Dec 20 With Liquidity The Overriding Story Thematic Mariners Beware

Dec 4  What is Gold Waiting For?

Nov 27 All Hail The Mighty USD Bear?

Nov 1  Investment Trust Carnage Could Have (and will be) Worse

Nov 1  In Distributions They Once Trusted

Nov 1  If Everyone Jumped Off a Bridge Would U.S. Regulators Follow?

Oct 16 Dow Rally Not Built To Last

Oct 6  Aggressively Throwing Caution To The Wind

Sept 25  Crude Realities

Sept 22  A Trillion Here A Trillion There

Sept 21  Super Cyclist’s Staring out their Windows

Sept 20  Domino Day Is Less than Two Months Away

Sept 15  The Limitations of Housing/Consumption Speculations

Sept 12  If Only Every Market Was As ‘Manipulated’ As Gold

Sept 11  And the Award Goes To…

Sept 6 CAT Lands On Its Feet. One Life Left?

Sept 4 Listen To The Leaders

Aug 25 Build It and They Will Come?

Aug 23 Market Rigging Can’t Stop the Super Cycle Speculators

Aug 16 The Long-Term Consequences of The Long-Term Bailout

July 14  The Wish List is Ready For Bear

July 13  Why Cash Is Attractive

July 3 Morning Notes

June 28  Philanthropy: Capitalism’s Greatest Sin?

June 23  Will Bernanke Let The Gold Bugs Take Vacation?

June 23  Sifting Through The Homebuilder Rubble

June 19  COT Double Take

June 16  Wish List Warm-Up

June 13  Morning Notes

June 9 The Gold Bull is Sick

June 9 Dead Cat or Resumption of Bear?

June 8 Gold Could Be a Buy at 3:31 PM Tomorrow

June 7 Bernanke’s Bag of Hammers

June 6 One and [the US recovery is] Done

June 2 USD and Gold Battle For Safe Haven Crown

May 31 No Relief For Bargain Hunters Yet

May 25 It Started on May 11

May 22 Morning Notes

May 19 Gold is a financial crisis call option

May 18 If Market Slump Continues The Fed Will Start Juggling...

May 17 As Stocks Correct, Watch The Double Ns

May 15 Watch List: Another Misfire Puts 56-year Profits Streak in Jeopardy

May 12 As Bernanke Presses Pause Stocks Threaten To Rewind

May 9  Priszm Canadian I-Fund Removed From Wish List

May 9 Commentary: How and When To Sell Your Precious Metals

May 3  Ben, Maria, and the makings of a precious metals panic

May 1  Short Sell The Dow in May?

Apr 26 Wish List Update - Priszm Powers Past $10

Apr 24 Big Week Ahead.  Small Stocks Leave Their Worries Behind

Apr 17 Why Not Squeeze The Charmin?

April 13 Weighing Risk and Opportunity in Dividend Stocks

April 10 More Commercial Miscues

April 6  Note To Bernanke: Rising Gold is a Threat

April 6  Run Away From US Stocks?

Feb 1 One Good(k)night does not a sweet prince make

Mar 28 Watch List Update - HRT

Mar 16 Watch List Update - Deswell Industries ~  Excel

Mar 14 What’s New with the Accounting Shell Game? More Shells.

Mar 6  Once upon a time the COT ruled

Mar 3  Crash Rating Bids Adieu

Feb 16 U$D B$B

Feb 14 Bernanke in a Coal Mine

Feb 6  If Stock Crash Arrives Are Gold Stocks The Place To Be?

Feb 3  Be Ready For March Madness

Feb 1  One Good(k)night does not a sweet prince make

Jan 27 It’s Beginning to Look A Lot like Christmas 2000

Jan 17 Are There Any Central Banks Still Standing At the Ready?

Jan 11 2006 Preview: Something Happened on The Way to Hell

Spotlights -- 2002-04