The ratio of insider buying to selling has dipped to lows not seen since 2007. Although insider buying is a far more useful indicator than selling, this chart makes me nervous especially after the market has had a good run like it has in 2012.
The Dow Jones Credit Suisse Hedge Fund Index Finished Up 1.42% in July New York, August 15, 2012 – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad Index”) finished up 1.42% for the month of July. Performance for the Broad Index and its 10 sub-strategies is calculated monthly. July, June and YTD 2012 performance numbers are listed below and are available atwww.hedgeindex.com. Category Jul 2012 Jun 2012 YTD 12 Dow Jones Credit Suisse Hedge Fund Index 1.42% -0.40% 3.65% Convertible Arbitrage 0.86% 0.33% 4.98% Dedicated Short Bias -0.44% -2.72% -10.52% Emerging Markets 0.96% -0.13% 3.01% Equity Market … Read more
I doubt if the two companies will settle and my guess is that it goes to the jury next week. If someone blinks, it will be Samsung. After all the trial is in Apple’s backyard and you know the last thing Steve Jobs would have said to Tim Cook was never settle this trial. I think copycat suits in technology are a hard thing to win. After all the mother of all copy cat suits was the first time Apple sued Microsoft for stealing the look and feel of the GUI. They lost that one. My guess is though the … Read more
First of all men’s suits are back in force. Everyone is wearing a suit. My big takeway besides men’s haberdashery is that every single company presenting (and there are a lot of them- just about every oil and gas company you never heard of plus a few majors like APA, APC, Petrobras, etc.) is talking about how they have aggressively switched away from drilling for natural gas to oily liquids. Everyone is bragging about how fast they are making the transition. Considering it is currently against the law to export raw crude from the U.S, there will undoubtedly be a … Read more
Reuters – Barack Obama often gets slammed for his stewardship of the U.S. economy, but for stock investors, hes been one of the best presidents since World War Two.At 1,400, the S&P 500 on Friday was closing in on a four-year high and was up 74 percent since January 20, 2009, the day Obama took office. Not since Dwight Eisenhowers first term has a president had such a strong run for their first term.That rally might be just enough to get Obama re-elected, making him the first sitting president in the post-war era to win a second term with a … Read more
CHART OF THE DAY: Stocks Often Rise When Earnings Are FallingMamta Badkar | Aug. 8, 2012, 10:05 AM | 524 | 1inShare2 EmailMore Investors have recently been pessimistic on the U.S. stock market and pointed to the fact that slowing economic growth is impacting corporate earnings.But BMOs Brian Belski notes that “S&P 500 earnings are not U.S. GDP”.And even when S&P 500 earnings fall, stocks often do well.He draws our attention to this cool chart which looks at stock market performance from 1950 – 2011 to illustrate his point. via This Chart Shows That The S&P 500 Can Do Well … Read more
Something Shocking Is Coming to the McDonalds Menu By Travis Hoium via Something Shocking Is Coming to the McDonalds Menu – DailyFinance. We love Big Mac at these price by the way. Our analysis shows MCD grossly undervalued with a 2% 10 Yr Treasury. Load up, it might not be healthy for your waistline but it will for your pocket book. What I tell people is McDonald’s sell the food people want to buy. When healthy eating habits is in demand, MCD will be there too. It just isn’t going to happen too soon.
Macro Funds Show Micro ReturnsArticleComments 1MORE IN MARKETS »smallerLargerBy TOM LAURICELLA and JULIET CHUNGGlobal financial markets continue to be whipsawed by policy makers and economic news, leaving even fund managers who focus on profiting from sweeping macroeconomic trends in a difficult spot.The bad news for investors of all stripes: Few in the markets expect the cloudy outlook to become clearer anytime soon.Fridays better-than-expected July employment report shelved worries about a near-term slide into recession and sparked a relief rally in U.S. stocks. But the report was nowhere near strong enough to change the picture of a stuck-in-the-mud job market. via … Read more
