SubscribeTDI Podcast 122: Mish – How Long Can This Rally Last?
August 16, 2009
Guest: Mike “Mish” Shedlock of Sitka Pacific discusses the bid on bonds and what that means for the markets. In addition, we review the price reductions that are being seen globally and how that will effect long term spending, earnings and unemployment. We also discuss the current CPI numbers and the outlook for the global markets.
Andrew also provides a discussion on stock screening and how to use Quantitative investing Read more
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Sunday Fun – Bird and Fortune on Investment Banking
August 16, 2009
A parody of what may be on the minds of some of the investment bankers. Is there any difference between the truth and the parody? Funny stuff (in a weird and twisted way)
Links and Reading for August 14th
August 14, 2009
Some of the more interesting and important items for August 14th :
- U.S. Stocks `Dramatically Overpriced’ Amid Crisis Fallout, Federated Says – Chief Strategist for BEAR markets. Is that really his title? Who is the bull fella and do they move ahead of each other in different time periods?
- Schwarzman’s $702 Million From Blackstone Tops Best-Paid U.S. Executives – What can we say but: Not a billion? Sloucher!
- Banks May Reach Point of No Return as Toxic Loans Exceed 5% of Holdings – I thought that toxic asset talk was over? Wait, they still have them on the books?
- Obama Approval Index History – Rasmussen Reports™ – Not looking too go, Pres O…
- Drug Compound That Targets, Kills Cancer Stem Cells Identified – Bloomberg.com – Now that is interesting./…
- U.S. Running Out of Sugar – Unprecedented sugar shortages for the United States may be troubling for Large U.S. food companies.
Short Interest Ratio Drops
August 13, 2009
Short interest on the S&P 500 dropped in the last reading. This is consistent with the major market averages moving quickly higher, part fueled by the bull argument of a quick and painless recovery and part by the bears running for their caves.
The chart below illustrates the short-interest ratio for the S&P 500 stocks. Notice that major drops usually are a sign of a market coming into a “topping” formation. In other words, heavy short interest Read more
Economic Data and Technicals Point Toward Possible Retreat in Equities
August 13, 2009
The market over the past few months has resisted the temptation for a pull back. Hedge fund managers and long / short funds have held the market up with panic buys over concerns of under performance. In light of the recent economic data in initial claims and retail sales combined with several technical indicators, it appears stocks are poised for at least a short term reversal.
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