10-year bonds may provide early warning
The 10-year US treasury is indicating a substantial change in asset allocations in favour of bonds, as yields…
September 3, 2009
TrimTabs' Charles Biderman on massive insider selling
As a follow up to last week's comment on TrimTabs' report last week re: insider selling vs. buying,…
August 31, 2009
David Rosenberg: Equities on a roll, but still overvalued
David Rosenberg, formerly the Chief North American Economist at Merrill Lynch in New York, returned to his native…
August 31, 2009
Insider Selling Pace Highest Since 2004
TrimTabs Investment Research reports that the pace of insider selling is now 30.6X that of insider buying the…
August 29, 2009
10 Reasons Why Doug Kass Called a Market Top
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
August 28, 2009
Pro investors more bullish than individuals
Short interest has dropped to multi-year lows according to AAII, says Bespoke Investment Group: In the last few…
August 28, 2009
Hugh Hendry: Investment Outlook August 2009
Hugh Hendry, CIO, Eclectica Asset Management, has recently published his investment outlook for August 2009. Since the Summer…
August 27, 2009
George Soros: Reduces Potash and PetroBras, Increases Convertibles
MarketFolly.com reports that according to 13F filings, George Soros' Soros Fund Management made some notable changes to its…
August 26, 2009
Sprott: Beyond the Stimulus
In the latest issue of his monthly newsletter, Eric Sprott, head of Sprott Asset Management, says that while…
August 24, 2009
Matt Taibbi: US Healthcare is Sick and Wrong
Matt Taibbi, infamous Goldman Sachs Destroyer, with his expose, Goldman Sachs: “Engineering Every Major Market Manipulation Since The…
August 20, 2009
Rosenberg: Market is Pricing in Stimulus II
David Rosenberg, Chief Economist, Gluskin Sheff, says the market is pricing in 4.0% real return GDP for the…
August 20, 2009
Bull Market or Bear Market Rally? Doesn't Matter?
Bull Market or Bear Market Rally? "It doesn't matter," says Lisa Myers, lead manager for Templeton Growth Fund,…
August 19, 2009
Howard Atkinson Sets the Record Straight on Leveraged ETFs
Last week we published a note, Divergence: Problems of Leveraged ETFs, and this got a lot of attention.…
August 19, 2009
Einhorn's Greenlight Capital: Large S&P500 Puts Position (13F)
MarketFolly.com reports, according to 13F filings, David Einhorn's $6-billion hedge fund Greenlight Capital (no relationship to us) has…
August 18, 2009
Does Deflation Lead to Depression? Who Sold Us This Theory?
In a well written article at Bloomberg.com, Matthew Lynn challenges the notion of price deflation risk, and the…
August 18, 2009