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Strategic Earnings Misses Not Showing Collateral Damage
Author Larry Berman Posted: 19 Apr 2012 re-posted from etfcm The important thing to note thus far in earnings season is that strategic misses by companies are not showing collateral damage across the...
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Political Dirty Laundry Clouds Market Waters
Author Larry Berman Posted: 20 Apr 2012 re-posted from etfcm The noise factor remains high—specifically coming out of the IMF. If I had a wish list for the markets it would be for public officials to...
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Poor starving children in China…
Author Cam Hui Posted: 28 May 2012 It is said that American parents used to admonish their children to eat their dinner because “there are poor starving children in China.”* In a recent interview with...
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Don’t get too excited about Cyprus
Author Cam Hui Posted: 19 Mar 2013 The financial markets sold off early Monday on the news of the weekend bailout of Cyprus, but while the risks of a financial meltdown, while real, they are overly...
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Will Cyprus spark a turnaround in metals and mining?
Author Cam Hui Posted: 19 Mar 2013 The blogosphere is full of comments about the Cypriot bailout on the weekend (for examples, see How to start a banking crisis, Cyprus edition and The Cyprus...
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More of the usual Eurocrisis drama
Author Cam Hui Posted: 22 Mar 2013 So the Cypriot parliament has rejected the terms of the Troika’s rescue deal. Their finance minister is in Moscow and there were stories floating about that the quid...
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An uncomfortable bull
Author Cam Hui Posted: 25 Mar 2013 I suppose that I should be happy. I correctly turned bullish on a tactical basis (see Give in to the Dark Side). I correctly called the Cyprus mini-crisis (see Don’t...
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You just don’t understand Europe…
Author Cam Hui Posted: 29 Mar 2013 In the wake of the disappointing market reaction to the Cyprus deal, I just want to repeat the comment I hear from some of my European contacts: “You just don’t...
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Short France?
Author Cam Hui Posted: 16 Apr 2013 I have found that the best trades are ones based on a well-defined fundamental reason combined with a market catalyst. Investors who put on a trade based purely on...
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