The calm before the storm.
Breakout, buy. Breakdown, sell.
posted by internet @ 9:15 PM
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
Thursday, August 24, 2006
Wednesday, August 23, 2006
Equity or Debt?
After 3+ years of outperformance of the $SPX v. the 30-year bond, stocks are on the verge of breaking down and beginning a trend of underperformance v. the long bond. Buyer beware.
posted by internet @ 4:42 PM
Synchronicity...
The emerging markets are weakening. Will the EEM lead the markets down as happened last May?
posted by internet @ 4:31 PM
The train left without us...
Despite last week's rally, the momentum did not spread as the "hottest 100" momentum stocks barely participated. Is this a negative divergence implying more weakness ahead?
posted by internet @ 4:26 PM
Tuesday, August 22, 2006
Long way down?
Despite the recent rally, stocks (using $SPX as proxy) still remain on the high-end vis-a-vis the $VIX. Historically, the ideal buy point for the $SPX has been 25x $VIX. Should $SPX 1000 be your downside target?
posted by internet @ 7:59 PM
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Previous Posts
- The Great Deleverage
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- You're neurotic like a yo-yo
- No treasury bubble....yet.
- Defense.
- On the precipice.
- The canary on its last tweet?
- An old saw..
- Masters of the universe no longer.
- History Repeating?
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