ONE-TWENTY TWO: Trading Financial Markets
Since the year 2000, delivering a different narrative for students and fans of financial markets: stocks, options, currencies, Bitcoin, and more…
(This is an excerpt from an article I originally published on Seeking Alpha on October 11, 2012. Click here to read the entire piece.) When the Federal Reserve promises to print money for an indefinite amount of time, it seems obvious to put trashy cash into assets that cannot be so easily manufactured. This shift … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on October 5, 2012. Click here to read the entire piece.) After Morgan Stanley downgraded Skullcandy (SKUL), I quickly wrote that I thought the sell-off was way overdone and marked a buying opportunity. From comments and other posts I have seen, it … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 25, 2012. Click here to read the entire piece.) Cognizant Technology (CTSH) has been one of those rare stocks over the decade that investors could just buy and hold. So when CTSH lost a nasty 19% on May 7th after … Read more
This is an excerpt from an article I originally published on Seeking Alpha on January 12, 2012. Click here to read the entire piece.) I last provided a comprehensive review of the housing market on September 29, 2010 in “Still Expecting Housing to Bounce Along the Bottom Until 2013.” At the time, I reiterated the … Read more
This is an excerpt from an article I originally published on Seeking Alpha on December 29, 2011. Click here to read the entire piece.) On August 15th, Mark Smith, the President and CEO of rare earth producer Molycorp (MCP) made one of the strangest insider purchases I have ever observed. {snip} Two weeks ago, on … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) On July 11, GT Solar (SOLR) fell 4% in the wake of an ominous headline from Solarbuzz® titled “PV Equipment Spending to Fall by Nearly Half in 2012.” This article is a synopsis of Solarbuzz’s … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Before Apple (AAPL) reported earnings, I reviewed the tea leaves in the chart guessing that the stock was getting ready to make its next sprint higher despite what looked like increasing distribution in the stock. … Read more
(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece) Perhaps it is not a good idea to use the term “watershed” twice in a year when referring to solar stocks, but it seems to me that Total Group’s acquisition of a 60% controlling stake in … Read more
A month ago, I took issue with a UBS downgrade of Amazon (AMZN) and tried to demonstrate how this analyst action and commentary could be twisted into a blueprint for a buying opportunity. At the time, I noted that a test of the November lows on a 13% drop could produce the 8% upside potential … Read more
In “The Tech Trade,” Eric Savitz provides details on a downgrade of Amazon.com (AMZN) by UBS. The title seems quite alarming: “Amazon: Streaming Video Will Pressure Margins, UBS Warns.” After I realized UBS was taking its price target from $195 to $180, just above AMZN’s current price of $177, I wondered why this research note … Read more