Month: November 2012

  • Bear Side

    Presenting the Bear Side, lets go to numbers.  October marked the end of the attempt to test the highs made five years ago in 2007.  Market should decline for 60 months some 800 to 900 points in the S&P and then, if that is not bad enough, test those lows in 2022.  I guess that…

  • Downside Hope vs Upside Cash

    Markets are rarely obvious.  Apparently either are elections.  Though one might postulate the Wall Street brains may have been convinced Romney would win and sold off the market the days following the election, but that is too obvious.  The probable cause is more of a battle between those who truly believe we have higher prices…

  • Untitled post 6162

    QRiskValue Over/Under Valued Eight AAPL   Under BAC     Under GOOG  Over GS        Under IBM      Under MSFT   Over F           Under PFE      Under

  • Electorate, Bettors, and Investors

    Folks on the Romney side are upset with data coming from Nate Silver and his Fivethirtyeight blog.   Over the last few days Obama has ticked up in his chances to be re-elected according to the models Silver uses to predict the probable outcome.  Now there is now need to fully understand the make up of…

  • Free Market Carny

    The last of the political spin cycles will be going on over the next few days as the talking heads move to elect their man.  Business channels such as CNBC are trying to move Romney cheering to a new level as evening hosts  Kudlow and his sidekick, Lisa Something,  try to connect concepts of a…