The Worlds Big Five
Source : Bloomberg Businessweek
The Great Apple Suppository
I have written extensively about Apple in the past in the context of people falling in love with a stock and being blind to any possibility that their decision making could be flawed. This sort of situation which is also being repeated to a lesser degree with gold highlights the myriad of cognitive biases that…
DetailsAre Short Sellers Positive Feedback Traders? Evidence from the Global Financial Crisis
During the recent global financial crisis, regulators, politicians and high-profile media coverage blamed short sellers for amplifying stock market downturns. Regulatory authorities in a number of countries imposed short-sale constraints aimed at preventing excessive stock market declines. This paper examines bans on selected financial stocks in six countries during the 2008-2009 global financial crisis. These…
DetailsBuilding A Beginner Portfolio
Neatly encapsulated in this video are all the things NOT to do. Top of the list should be DONT LISTEN TO ANYTHING YOU SEE ON TV
US Markets
Just some US charts that interest me. NYSE Cumulative New Highs – New Lows NASDAQ Cumulative New Highs – New Lows
DetailsNot Everything Is As It Seems
Every now and again I tend to review the relative performance of markets to get a sense of what is happening. I also do it to make certain I have not missed something that is glaringly obvious. Such a task is more of an overview hobby because in the world of relative performance not everything…
DetailsDow Jones-UBS Commodity Indices
I tend to subscribe to very few things, one of the things I do find useful si a monthly report that DJ-UBS produce on their commodity indices The report comes out once a month and has the following format. Looking at a chart is good but your eyes can play tricks on you which is…
DetailsSell Side Bearishness
I have been seeing a few articles pop up about how bearish Wall Street is about the current rally. The chart below courtesy of Merrill Lynch has been popping up for the past few months. Apparently it is telling me that analysts have not been this bearish for about 30 years. To be honest I…
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