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M-Jul
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2007
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
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
Jan 8 Preview 2004: Investors’ Good Times Risk Rolling Right off a Cliff
Dec 9 Will the U.S. Fed Enable Future Defeats through their Ephemeral Past Successes? Willett & alway
Nov 20 Did The Stimulus Brothers Help Engineer A Perfect Election Year, or A Perfect Storm? Willett & alway
Oct 17 Inventory Statistic May Hearken Economic Malaise rather than Rebound Willett & Alway
Oct 10 China: When is an Axis an Ally? Or Why Least Favored “Most Favored Nations” Make Strange Bedfellows Willett & Alway
Sept 11 Smoot-Hawley Ghosts Should Terrify Investors Willett & Alway
Sept 9 Spitzer’s Extortion Racket Shakes Down the Wrong Target Willett & Alway
Sept 3 Grasso’s Plunge Protection Premium Willett & Alway
Sept 2 The Hashimoto Factor Willett & Alway
May 14, 03 OTC Derivatives: Risking an F for Prudence Willett & Alway
January 2 2003 Preview: Pawns In The Game?
November 5: Where Are All The ‘Top’ Dwellers? Willett & Vala
Sept 19: Will 30 bloated companies with a combined market cap of $2.6 Trillion really be able to grow earning by an average of 11.6% over the next 5-years? Willett
Aug 26: Thumbs Down For Today’s Gladiatorial Investors Willett & Alway
July 8: The Great Gold Conspiracy Has No End Game Willett
June 4: Summing Up Investor Fears Willett
June 26: Management Integrity Picks
May 14: The Death of Dividends: Part I Willett
April 8: Pounding The Pavement For Earnings Willett
March 26: The Pitt Bull With No Bite Willett
March 23: Wall Street Earnings Estimates Are 'The Worst’ Willett
February 26: Plunge Protection may Plunge the Economy into the loo Willett & Alway
February 14: Insurance and Nakedness Tim Picks
January 21: Debt Crutch May Lead Economy Into Intensive Care Willett & Alway
January 2: Preview of 2002: Mega-Market Meltdown Willett & Alway
2001
December 17: Why No Inflation? Gophers! By Tim Picks
November 12: Market Monkeys Drown Out Investment Message Willett & Alway
November 2: Business Cycle Buyers Beware Willett
October 23: Gold/Silver Update Wish List
October 15: Warning! Facing the Recessionary Numbers Can Lead to Depression: Why Uncle Sam Needs to be Extra Generous This Holiday Season Willett & Alway
September 9: The Long And The 'Short' of It Willett
August 14: Working Paper: Rationalizing the Irrational, Valuing the Intangible: Genealogy and the Inscription of the Stock Market Alway
July 21: Contrarian Paradox Turns Hopeful Bears into Duped Bulls Alway & Willett
June 15: The Dow 30: Priced to Perceptual Perfection Willett
May 25: Message To SEC: Attack Pro Forma Accounting Willett
March 15: Panic when you hear the words "Don't Panic" Willett & Alway
March 9: Abby Ignores Ominous P/E Patterns Willett & Alway
February 10 - PART II: Peaked Peaks? Willett & Alway
January 13: Fed wizardry may not conjure up the desired economic effects Willett & Alway
January 2: 2001 Forecast Willett & Alway
2000
December 19 - Read The Writing On Wall Street: Recession
November 30 - The Default Debate Agrees On One Thing: Blood
November 7 - An Analytical Kicker: Will The 'Seasonal Fix' Lead To Rehab?
October 30 - Better Prepare For A Flood If You Are Hoping For A Fed Cut
October 23 - Unearned Earnings
September 18 - Peaked Peaks?
August 24 - Will The Earnings Goose Begin Running Out Of Golden Eggs Come October?
July 5 - Mid Year 2000: Bears See Darkness at the End of the Tunnel
May 10 - Don't Fear The Fed, Fear Logic
April 24 - Shake, Rattle And Roll Away From Tech
April 4 - Wake Up Kellner, The Fed Is On Hold
April 4 - The Bull Market Won't Die On Cue, But It Will Die
March 24 - Nasdaq 100: Don't Worry About The Soft Landing, Investors' Corpses Shall Deaden The Fall
March 15 - The Analyst Rating Game
March 6 - ECI Becoming Another Botched Indicator?
February 28 - For Better Or Worse The Future Is Nasdaq
February 17 - The Proximal Stock Market Landing
February 10 - You Either Believe Or You Don't
February 3 - Of Coarse Greenspan Targets Stocks: He Just Can't Aim
