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From the Blogosphere
WSJ: SEC Plays Keep-Up in High Tech Race
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I've often compared the stock market to the Wild Wild West - you had a sheriff in some of these western towns, but many times outnumbered or on the take himself. You have to fend for yourself and not count on any regulatory body to help you - both then and now in the stock market. Put another way, the foxes guard the hen house. If our regulatory bodies were not politically captured (which it appears clear they have been) by those they "regulate" (ahem), they'd still have to deal with the issue that we have a bunch of lawyer types chasing against the most highly compensated, mathematicall...
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Banks Kick Commercial Real Estate Loans Down Road
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One of our big calls in late 2007/early 2008 was the disaster that was to be happen in commercial real estate. Many REITs since then have imploded 80-90%+ before rebounding to some degree as we rejoice over the solutions of flooding paper dollars in every direction, and into every orifice; or PPP as we like to call it. [May 19: Paper Printing Prosperity Defined] It's strange how the issues in commercial real estate - while still somewhat pressing for smaller regional banks - have been tossed out the window as if they are not material or won't matter. Granted, a massive lobbying effort t...
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Earnings: JPMorgan (JPM) and Marriott (MAR)
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2 more names of interest today from 2 distinct sectors: JPMorgan (JPM) which is now the dominant franchise in pure banking with huge market share in mortgages (with refinancing Americans galore as the Fed manipulates rates), with extended arms into investment banking ... i.e. what Citigroup (C) was trying to pull off; and Marriott (MAR) which runs hotel space that tends to the upper end of the scale. (Marriott, Ritz-Carlton, Residence Inns) Again we are using these company reports not so much for the company specific analysis but to understand what is happening out there outside governmen...
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Nouriel Roubini: Brown Manure, Not Green Shoots
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It's been a long while since we last looked at Nouriel Roubini's thoughts. Wall Street is quite quick to dismiss those with "negative" (realistic) points of view as long as the "all knowing, Oracle like in nature" stock market is going up. As long as the market is up, everything must be fine, or will soon be. We experienced that in latter 2007 and multiple times in 2008. We just went through another episode and there will be more in the future. Ironically, many of those who cling to the cult of the "all knowing market" have been incredibly wrong on almost everything the past 2 years, ...
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Bookkeeping: Weekly Changes to Fund Positions Year 2, Week 48
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Year 2, Week 48 Major Position Changes
<>To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.
Cash: 72.1% (vs 69.9% last week)
27 long bias: 22.1% (vs 28.6% last week)
7 short bias: 5.8% (vs 1.5% last week)
34 positions (vs 36 last week)
Weekly thoughts
First to our 2 charts, simple versus exponential....
On the Exponential moving averages, we spent the early part of the week making progress - attempting to make another run at the 200 day moving average. Wednesday was driven by the upteemth (4th) Chinese Purchasing Managers Index report s...
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