Saturday, May 24, 2008

History Repeating

They say the next big thing is here,
that the revolution's near,
but to me it seems quite clear
that it's all just a little bit of history repeating





Neurotic Like a Yo-Yo

Just when everyone was so bullish that they couldn't see straight. Bottom line: stocks could still fall 10% and clutch onto long-term trendline growth. Sell in May and go away?

Monday, May 19, 2008

Too quiet?

Volatility is low. Too low? Time to keep one hand firmly over the eject button.

Sunday, May 18, 2008

The Post Office, Everyone's Favorite Whipping Boy

Be nice to your local mail carrier.

Keeping one hand on the eject button.

The canary in the coal mine of the global economy. EWY, heavily levered upon exports to US, EU and China, shipbuilding and steel.




 

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