Archive - Nov 2010 - Blog entry

Low supply+ very high demand = higher prices

Investors who employ technical analysis tend to monitor stock trading volumes in comparison to its movements in price in order to predict upcoming reversals in trends in attempt to identify attractive entry points and essentially “time the market”. Today, we will identify which actively traded stocks you should buy

This is part 3 of the 5 part interview with Warren Buffett's biographer Alice Schroeder. It includes insight into what makes the Oracle of Omaha tick that you will not find anywhere else.

Book 'em, Danno!

After preparing my taxes last year, my accountant noticed my horror and responded that “You’re not playing the game right. Buy a house with a large mortgage, have children, or do something that’s deductible to reduce your tax bill.” The accountant’s words were true, and a shining example of a wealth transfer that’s not spoken of enough.

Who really won this election? I did! There will be a major sell off next year, not just in stocks, but in all asset classes. The election results increase the certainty and the severity of this event. Volatility (VIX) will rise across the board. What The Election Means for Economic Policy. What the Election Means for the Markets.

Morgan Stanley is also extending its abysmal track record in CRE with the 97% in Revel. The bank took an effective loss for the common shareholders, even when backing out the DVA effect (which is a non-cash charge) as long as you normalize one time items. There is plenty more pain in RE to come, and Morgan's track record is horrendous at the same time expenses are rising with talent fleeing.

When a Banksta sells a Treasury Note to Ben's Keynesian Magical Mystical Tour...He has no idea what to expect...

Retail traders are notoriously wrong at picking market direction/tops and bottoms. Most retail traders very naturally seem to adopt a counter-trend stance and this offers very accurate signals for individuals looking to trade against this group. This daily report is designed to help traders focus their efforts on higher probability pairs.

What do we get for $900B? Every-ting you want. Everything? Every-ting. So sock it to Bernanke because...

Norway's Auditor General recently issued a report to the parliament that was highly critical of Norges Bank Investment Management (NBIM), the arm of the central bank which runs the $512 billion Government Pension Fund.

My take on the "Big Plan".

Thanks a LOT ...

Gridlock can be a good thing. Don't expect much from the Republicans.

No more waiting, the Fed did it. And it's just the start.