investmentyearbook.com: January 29, 2006

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

Friday, February 03, 2006

zeitgeist

The frequency of "recession" among blogs tracked by technorati.com...true zeitgeist?

Thursday, February 02, 2006

Confederacy of Dunces

Add AMZN to the list of companies that disappointed earnings/revenue/outlook expectations. The weakness in the marquee name stocks appears to being sapping the strength of the market's strongest stocks. At best, the next 5-10 days will see market consolidation, at worst a correction to October 05 levels.

Wednesday, February 01, 2006

Party like it's 1999.

The world equity markets are nearing 2000 highs. Is this good or bad? I have no idea, but this chart doesn't bode well for US markets as the $SPX and $NDX still well off the 2000 highs and are not confirming the strength of the world indices.

The strength of the world equity rally shown above must be questioned and leerily watched, if the world's biggest economy is not participating. Or conversely, the bullish case is the the US will outperform the world markets soon.

Tuesday, January 31, 2006

Green Light, Red Light

GOOG severely disappoints which begs the question: will GOOG bring down the market? Regardless, virtually all market-leading sectors have gone parabolic.

http://stockcharts.com/candleglance/?PBW,$OSX,$XAU,EEM,$sox,QQQQB