Stock Market Research
A Value Investor Looks At China
By Vitaliy Katsenelson
What do Starbucks and China have in common? A lot! Both got us hooked on consumption: one of fancy, expensive caffeinated liquids; the other on cheap foreign made goods. Both have defied the conventional wisdom - they grew faster and longer than common sense told us was possible. They also share another striking […]
Public Sector Salaries In Illinois
Ok! this is interesting. I have came across many articles during this 2 weeks about California and some states in US slashing public sector’s wages. While i am neutral on why the need to do that, this article gives me a glimpse of why they are all running budget deficits.
Let’s take a look at some […]
Dividend Screening Season!
I took a pretty long break from taking a look at dividend stocks but on this lazy day i somehow seem to think that i should start being more hardworking, else i may regret my decision.
Starting today, I hope to post some dividend alerts on my blog so that we can share whether these companies […]
Would Benjamin Graham buy financial stocks now?
The Stocks May Look Cheap, But
Bank on it: These Are Treacherous Waters.
July 26, 2008
Inquiring minds want to know: What would Graham do?
This column, named after Benjamin Graham’s classic book on value investing, launched only two weeks ago — and several readers have already asked whether Graham would be loading up on financial stocks now. Unfortunately, […]
Washington Mutual:Run on the bank coming?
I am not saying this cannot happen but in trouble times like this, given WaMu;s problems it is very possible. If you have burst the FDIC limits or have an employer or relative’s employer making use of WaMu, its time to take a closer look and minimize your risk.Interestingly, WaMu’s credit condition now is rising […]
Fannie and Freddie have some problem.
I talk abit about the VIX or VXO approaching a buyable level and it seems to coincide with the kind of rescue we got last time Bear Stearns got rescued by the Fed and JP Morgan.This time around its Fannie and Freddie. The 2 which controls nearly 5 trillion of US mortgage, is in liquidity […]
Richard Russell: July 11 Commentary
As comedian Uncle Miltie Berle used to put it — “What the hey!” I’m including a few rather startling P&F charts on today’s site. The first is S&P’s Energy chart. XLE has turned bearish, and as of yesterday XLE has dropped down to exactly its rising trendline. We’ll have to keep a sharp eye on […]
Warren Buffett interviews by CNNMoney
With Wall Street in chaos, Fortune naturally went to Omaha looking for wisdom. Warren Buffett talks about the economy, the credit crisis, Bear Stearns, and more.
By Nicholas Varchaver,
(Fortune Magazine) — If Berkshire Hathaway’s annual meeting, scheduled for May 3 this year, is known as the Woodstock of Capitalism, then perhaps this is the equivalent of […]
Government Size:Big Doesn’t Mean its better
It seems that government always think it is their duty to poke their noses into every piece of damn thing that they can get their hands on.
Truth is, many things can be regulated through private market mechanism. Govt just makes the matter more complicated, in turn create more jobs for themselves.
I for one, is in […]
S&P 500 Long Term Trends
After 3 consecutive days of writing earnings results, its time to take a good break. Fridays relatively large fall in the US market interests us to take a look at the trend.
I usually favor S&P 500 more than the Dow Jones Industrial Average (DJI) simply because the index provides a broader look at some of […]
