investmentyearbook.com

Random thoughts and rhetorical questions from yet another blog focused on business trends for an audience of one, me. Just jotting thoughts, notes, etc. Nothing much more than that. There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know... ~The ironic zen of Donald Rumsfeld

Saturday, March 11, 2006

Time to buy beer and some smokes.

The consumer discretionary sector has been underperforming the consumer staples since 2005 and a new leg down looks ominous. Note the correlation between a weak XLY and a falling $NDX.

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The land down under
shelter from the storm?
Save the Date....
Now that's a cup and handle.
The long, long-term
The O.C.
rejected?
Danger, danger: will robinson
The magic number is 1138.
What's in a name?

investmentyearbook.com

Saturday, March 11, 2006

Time to buy beer and some smokes.

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