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- CyberSource: King of Online Payments
- CyberSource Corp. CYBS Buy below: $18.00 Stop loss: $15.80 by Terence Chan
- External links 2009-08-16
- American Superconductor: Not Just a Wind Power Play
- AMSC has been known as a wind power play but what is clearly heating up is its disruption-resistant superconductor wires for smart grid utilities. According to the Alternative Energy Stocks Blog: American Superconductor’s wires run underground inside cable systems that are less susceptible to nature or terrorist attacks than the...
- External links 2009-11-19
- Will a Dollar Rally Stop the Asset Reflation Story?
- It's so amazing how the rally we've seen in stocks, commodities, emerging market assets and gold are all dependent on a single factor: the US dollar weakness. I mean, it has been a no-brainer. US dollar down, bonds down, everything else up. Now with the dollar index rallying 0.70% last...
- External links 2009-10-27
- Money Can't Resist Stocks
- An interesting chart from Birinyi Associate's Ticker Sense blog. It shows the 10-year rolling returns of the S&P 500 chart below. The grey areas are the periods when the market's 10-year return has turned negative. While the chart shows that any buy-and-hold investor who got into the market 10 years...
- External links 2009-10-20
- Commodities Breaking Out: Will Baltic Dry Index Follow?
- Asset reflation has clearly become the play in the markets as the concerted global printing press continues to churn out its magic dust and continues to bridge the gap between still-fragile business/investor sentiment and eventual economic recovery. Commodities have performed as well as stocks, as exhibited by the powerful breakout...
- External links 2009-10-19
- Signs of a Consumer Spending Bounce?
- After spiking to 6%, savings rates for consumers have fallen and are now back to 3% as of August. We are still however off the lows of 1% savings rate. Are consumers back to their spending ways again? Or are these one off effects of government programs like "clunkers" and...
- External links 2009-10-15
- IPO Windfall Coming for Blackstone Group?
- Is The Blackstone Group BX headed for an IPO bonanza? According to MarketWatch, BX has eight IPO's lined up and is selling five more companies at double their value since end-2008. In my previous post, wherein I made a strong case for BX, I described the company as very highly-leveraged...
- External links 2009-10-12
- Is Crude Oil Breaking Out?
- As I write this, spot crude is trading up $2... are we seeing a breakout? I previously posted about crude oil forming a falling channel pattern, and it seems to be setting up near resistance. Today we might be seeing the first signs of this breakout. We'll have to see...
- External links 2009-10-08
- Are Bond Investors Wrong?
- With soft demand for today's 30-year bond auction with yield to maturies coming in higher than expected, TLT has seen a massive move down see chart below. I have talked previously about bonds not following the its normal historical relationships with stocks and commodities inverse and the US dollar (positive...
- External links 2009-10-08
- Crude Oil Situation Bears Watching
- Since our last technical update on crude oil, it has now settled into a less bearish falling channel pattern see chart below. While the $67.50 per barrel support was broken, it did not bring out about the reactive forces that we were expecting. Some pent-up demand was able to keep...
- External links 2009-10-05
- Why a Dollar Isn't Sustainable
- I've talked about how a correction in the Japanese Yen could lead to a rally in the US dollar. Technically, charts are also portending a rally. Here is an excellent excerpt from former Morgan Stanley Chief Asia Economist Andy Xie, detailing another potential catalyst for the dollar. He talks about...
- External links 2009-10-05
- Don't Ignore Low Interest Rates
- Henry Blodget presented the chart below in one of his posts in Cluster Stock entitled "Stocks Are Overvalued and Tremendously Risky". He states: We prefer the cyclically adjusted PE ratio popularized by Robert Shiller, which smoothes out the impact of the business cycle. by Terence Chan
- External links 2009-09-27
- Low Inflation Concerns to Serve as a Launching Pad for Stocks
- Despite the Fed policy meeting's decision being announced later today, it's given that the Fed Fund rates will be maintained at close to zero. The question is if they will give any indications as to how long they will keep rates at low levels and if the $1.25 Tril purchase...
- External links 2009-09-23
- As the Economy Suffers, Private Equity Steps Up
- As a follow up to my post on "Blackstone Group: A High Beta Play on Recovery", news came out that Kodak EK is going to raise $700 Mil through a series of transactions, including $400 Mil from secured debt issued to private equity firm Kohlberg Kravis Roberts & Co. (KKR)...
- External links 2009-09-17
- Blackstone Group: A High Beta Play on Economic Recovery
- Blackstone Group LP BX is best known as the private equity group that "suckered" a lot of investors after it had its IPO at $31 a share, including sovereign fund behemoth China Investment Corp. (CIC), which subscribed to $3 Bil worth before that IPO. Shares fell to below $4 per...
- External links 2009-09-16
- What Gold's Breakout Means for Stocks
- In my previous posts, I regarded the move in gold as unsustainable in the short-term, attributing it to normal safe haven/hedging activities. Well, I am currently rethinking my position on why gold is moving up and there may be more to this move than I previously thought. Today,...
- External links 2009-09-08
- September Swoon Has Yet to Impact Stocks
- Before we take a look at the equity markets, we look at market carpets (courtesy of StockCharts.com) for the past week for a broader analysis of asset classes. Notable outperformers include precious metals related ETFs and Indices (Top 3), while notable underperformers include energy and materials-related indices (Top 4). Clearly,...
- External links 2009-09-08
- When to Be a Contrarian
- I really believe that when economic cycles are at their peaks or troughs, it is very important to be contrarian. Right now, we are seeing various signs that the US economy is at its troughs, and at the same time the prevailing sentiment is bearish. Well, the bullish contrarians, like...
- External links 2009-09-04
- What Story Does the Bond Market Tell Us?
- Interesting post from Jim Jubak, detailing how banks are willing to pay for short-term (3 month) bonds with negative yields. His explanation is that as we approach the year-end, banks are window-dressing their balance sheets, to make it appear they are holding less riskier assets that are not subject to...
- External links 2009-11-24
Additional Resources
- 12040230 Order placement strategies.(5: Citations)(Brief article)(Recommended readings)
- Y. Chan, 2005, "Price Movement Effects on the State of the Electronic Limit-Order Book", Financial Review, 40:195-221 Terence Lim (1), Andrew W. Lo (2), Robert C. Merton (3) and Myron S. Scholes (4) (1) Goldman Sachs Asset Management, 32 Old Slip, New...
- Research articles 2005-09-01
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