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- Bullish on Switzerland
- Keith R. McCullough submits: As the latest data rolls into our macro models, Switzerland looks more and more attractive on a relative basis to other European economies… This week’s economic data was bullish, on the margin. Unemployment increased by a paltry 1,200 job seekers in October according to SECO data...
- External links 2008-11-14
- Watch for an Opportunity to Invest in China
- Keith R. McCullough submits: “Tactics without strategy is the noise before defeat.” -Sun Tzu Managing risk around this proactively predictable trading range remains our objective here in Q3. All of the noise you hear about “200-day moving averages” to crashes and “Chinese bubbles” are just...
- External links 2009-07-15
- Early Look: Missing the Reflation Trade
- Keith R. McCullough submits: "I just made mistakes… And obviously you can't make mistakes and expect to not only make the cut but also try and win a championship.” –Tiger Woods After shooting a second 2nd 74 and Tiger missing the cut at this weekend’s British Open, one...
- External links 2009-07-20
- The Incredible Growing ETF Market
- Keith R. McCullough submits: The ETF marches on. Traders Magazine Online (14 July) reports that the volume in ETFs is exploding. According to the article, from last September through May, “ETF consolidated volume averaged almost 49 billion shares a month. That is compared to almost 20.5 billion a...
- External links 2009-07-22
- Expect Housing Prices to Continue to Rise
- Keith R. McCullough submits: According to data released by the U.S. Department of Housing and Urban Development, sales of newly constructed single-family homes spiked 11% in June to an annualized rate of 384,000 homes. Consensus had forecast seasonally adjusted sales of 352,000. While the rate of improvement...
- External links 2009-07-28
- Early Look: Dollar Down Again
- Keith R. McCullough submits: “There is nothing more deceptive than an obvious fact.”-Sherlock Holmes The global macro fact of the matter remains – when the US Dollar goes up, everything priced in those dollars goes down. That’s what happened yesterday. Let’s eliminate that from our minds and focus on today....
- External links 2009-07-30
- Chart of the Week - Volatility Breakdown
- Keith R. McCullough submits: One of the main lessons from what is becoming as forceful an up move as we had on the way down is that Wall Street continues manages risk on a revisionist basis. This is not a proactive investment process. It’s reactive, and you should capitalize on...
- External links 2009-08-04
- Flash Trading Is Here to Stay
- Keith R. McCullough submits: An appeaser is one who feeds a crocodile, hoping it will eat him last. -...
- External links 2009-08-04
- New Short Selling Regulations Are Good for Investors
- Keith R. McCullough submits: If you’re gonna set somebody up, it’s gotta be a surprise, you got that? - Chili Palmer, “Get Shorty” by Keith McCullough
- External links 2009-08-05
- Markets Look Forward, Not Backward
- Keith R. McCullough submits: "What lies behind us, and what lies before us are small matters compared to what lies within us." - Ralph Waldo Emerson I was on a flight to Los Angeles last night and I could not stop thinking about the manic groupthink that...
- External links 2009-07-14
- Has Sheila Bair Finally Learned Her Lesson?
- Keith R. McCullough submits: Poor Sheila Bair. She is getting kudos from the public – including a smart piece praising her in the current New Yorker magazine (28 June, “The Contrarian: Sheila Bair and the White House Financial Debate”). Bair was just honored with the Profile in Courage Award from...
- External links 2009-07-09
- Staying Short Switzerland: What a Mess
- Keith R. McCullough submits: The Swiss National Bank intervenes to prevent appreciation of the Franc yet the negative economic fundamentals and weighting of the ETF will outstrip the positives of currency devaluation… Position: Short Switzerland via the [[EWL]] ETF by Keith McCullough
- External links 2009-04-05
- On Starbucks and McDonald's
- Keith R. McCullough submits: “Expect more than others think possible.” -Howard Shultz, CEO Starbucks This weekend, Starbucks SBUX ran their first new ads in the New York Times. My Partner, Howard Penney, flashed me with the new ad strategy Friday morning and it struck me as being a...
- External links 2009-05-03
- Housing: Objects in the Mirror May Appear Closer than They Are
- Keith R. McCullough submits: Nobody wants to believe that the housing market has turned. If you are just generally bearish, it's centered on the consumer's inability to buy anything. The theory goes that the consumers are not going to go out to eat, buy new clothes and certainly not...
- External links 2009-05-05
- Pitfalls of Selling Too Early
- Keith R. McCullough submits: “If you want to succeed in the world, you don't have to be much cleverer than other people. You just have to be one day earlier.” -Leo Szilard by Keith McCullough
- External links 2009-05-06
- V.F. Corporation: EPS and Inventory Still Too High
- Keith R. McCullough submits: We've been negative on this one for a while, though admittedly wish we were louder into this earnings report. Anyone who thinks that a global company with a portfolio of core cash flow generators layered with younger growth brands could escape the worldwide recession is out...
- External links 2009-05-06
- Is Gartman Right About Shorting the Dow and Gold?
- Keith R. McCullough submits: "Short Of" Garty? "Thinking well is wise; planning well, wiser; doing well wisest and best of all." -Persian Proverb by Keith McCullough
- External links 2009-05-17
- America's Economic Credibility Crisis
- Keith R. McCullough submits: “Whoever is careless with the truth in small matters cannot be trusted with the important matters.” ~ Albert Einstein At 4:15AM this morning, I was driving down Highway 95 listening to President Obama’s address to Russian students. No matter what your politics, Americans should be proud...
- External links 2009-07-07
- Earnings Season: Is the Economy Improving?
- Keith R. McCullough submits: “You have to learn the rules of the game. And then you have to play better than anyone else.”-Albert Einstein As I wake up today I’m seeing that most European and Asian markets are trading higher after being weaker for the past week. This is what...
- External links 2009-07-09
- Early Look: Mr. Macro Market Waits for No One
- Keith R. McCullough submits: “Everything comes to him who hustles while he waits.”-Thomas Edison While it makes perfect sense for market operators to take some time off in the summer, Mr. Macro Market waits for no one. Yesterday, I wrote that I was going to wait and watch for the...
- External links 2009-08-07
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