South of Wall Street's blog
They're all gonna laugh at you
Submitted by South of Wall Street on 03/26/2012 22:01 -0500Spain, Europe, China - The Generational Opportunity to get hit head on by a Black Swan
Rates Low Thru '16?
Submitted by South of Wall Street on 02/03/2012 12:06 -0500While “Rates low thru ’14? was the gist of the headline – over 1/3 of the participants see ’15 and beyond as appropriate. The implications are severe from multiple fronts - a few to think about:
Ignore the Noise
Submitted by South of Wall Street on 01/25/2012 17:42 -0500In today’s comments from David Rosenberg (well worth the subscription) he presents a quote from Dr. Lacy Hunt of Hoisington Investment Management that struck me as particularly insightful. We would all be better equity investors, long and short, applying the same logic to company fundamentals. However, noise is plentiful in a High Frequency world and commotion drives revenue for service providers.
Microsoft is in Secular Decline
Submitted by South of Wall Street on 01/11/2012 06:28 -0500A big win for Google is the begining of a painful trend for MSFT.
Bonanzas Don't End Well
Submitted by South of Wall Street on 01/05/2012 18:45 -0500The Shale Bonanza has the setup for implosion
Santa takes the S&P positive YTD
Submitted by South of Wall Street on 12/23/2011 15:32 -0500Santa brought a pretty box, but the gift is coated in lead paint
Buying Dividend Yield is Not Defensive, its Stupid
Submitted by South of Wall Street on 12/19/2011 21:38 -0500Buying Yield is not an investment strategy - its what guys who sell rental properties do with the proceeds
Equities Still Lag Credit
Submitted by South of Wall Street on 12/15/2011 08:42 -0500With a sub-2% 10Y and a sub-3% 30Y - the sky is black
The Saudis Want You To Know They've Got The Biggest Stick
Submitted by South of Wall Street on 12/12/2011 21:39 -0500Brent to stay above $100
Zero Hour Here - JPM
Submitted by South of Wall Street on 12/05/2011 05:41 -0500GPD Growth can't be solved by fiscal stimulus
Tech & Energy FCF Yielders
Submitted by South of Wall Street on 12/04/2011 19:08 -0500A few ideas from my FCF screen
Plan for a Plan Needed in Europe by 12/9
Submitted by South of Wall Street on 11/27/2011 21:07 -0500It isn't going to happen
