Eric Jackson, EMJ Capital founder made a great call in mid-June saying it’s the market low. Is the market now ahead of itself? Speaking on CNBC, “Weeks ago we kept hearing ‘It’s short covering,’ and ‘it’s a bear market rally,’ and ‘We haven’t seen capitulation
One of my all time favorite research notes appeared yesterday. Josh Ebben posted a beauty. It’s called, “BWLKF – The best is yet to come, am I right?.” It’s very insightful and entertaining, not easy to do! Like Josh, I’ve made BWLKF my #1 pick
Need an upbeat view? Bill Nygren, Oakmork Portfolio Manager had this to say . . . “Regarding concerns about a recession and inflation and being in a bear market, our research shows there’s no evidence at all that once you know these are the conditions
Here’s a sobering outlook from an interesting guy . . . Meet Keith Rabois, a technology executive and investor. He is a general partner at Founders Fund. He is known for his early-stage startup investments and executive roles at PayPal, LinkedIn, Slide, and Square. “This
The dollar is at twenty year historic highs against the euro. What does that mean? Everything is on sale if you have dollars to spend. If you’ve ever wanted to own a place in Europe, real estate is discounted 20% from where it has been
The term “FANG Stocks” was coined in 2013 by CNBC’s “Mad Money” host Jim Cramer. I’d like to coin the phrase “Biotech Bounce” – that’s what I think may happen over the coming year. Biotech firms without revenues (fondly called “pre-revenue”) are bets on future
Do you have an irrepressibly optimistic friend? Is his name Brian Belski? The BMO Chief Investment Strategist has been even more bullish than usual. “Stocks lead earnings which lead the economy. The stock market has already told you we’re in a bear market. Are we
Are we at the “capitulation stage”? If you believe that the retail investor is a barometer of a market top or bottom then there’s some very interesting evidence to ponder. Bespoke Investment Group published an article on Seeking Alpha yesterday that said: “Consumer sentiment towards
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