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- 3 Signs of a Near-Term Market Advance
- Vinny Catalano submits: Last Tuesday's big stock market surge has some serious near term technical analysis legs under it. And the prospect of an attempt to rise to the S&P 500’s 50 moving average (just under 1100) looks achievable. Yet, there are also three non-technical analysis reasons supporting a sustained...
- External links 2008-11-03
- Just How Bad Are Corporate Profits?
- Vinny Catalano submits: Tuesday's earnings report from Hewlett-Packard HPQ raises the question posed in this blog postings' title. To help shed some light on the subject, consider the corporate results produced thus far re 3Q08. by Vinny Catalano
- External links 2008-11-18
- How Bad Are Corporate Profits?
- Vinny Catalano submits: The earnings report from Hewlett-Packard raises the question posed in the title. To help shed some light on the subject, consider the corporate results produced thus far re 3Q08.Compiled each week from data published in the Wall Street Journal (and produced for subscribers in each weekly report...
- External links 2008-11-20
- The Mega Trend Is the Investor's Friend
- Vinny Catalano submits: For many, Tuesday's date has a special social significance. For prudent investors, however, Tuesday is a day that this year marks a point of caution – unless you buy into one of two arguments being passed about: stocks warrant a higher than average P/E or stocks have...
- External links 2009-05-05
- When Goldman Talks, Investors Listen
- Vinny Catalano submits: For the past two months, I have made the argument that above consensus macro economic data would lead to above consensus earnings results and that investors would see the evidence of this as 2Q09 earnings season got underway. Based on the reports issued thus far, this argument...
- External links 2009-07-21
- Barbells Will Strengthen Your Portfolio
- Vinny Catalano submits: the assumption that my bifurcated earnings season produces underperforming mid- and small-cap sectors resulting in the long overdue stock market correction, one very attractive investment strategy to employ while waiting would be a barbell approach with large and mega cap on one side and emerging markets on...
- External links 2009-10-30
Additional Resources
- Why To Take the Rally With a Grain of Salt
- Vinny Catalano submits: “Of all the newfangled financial creations that have caused problems this past year, arguably the most nerve-wracking are derivatives traded over-the-counter…” - Economist, August 8, 2008 And the beat goes on. by Vinny Catalano
- External links 2008-08-12
- Scrambling for Alpha in an Alpha-Starved Environment
- Vinny Catalano submits: Unless one buys into the idea implied by the recent price action of US consumer related sectors that economic matters in the US are about to get much better, the only reasonable conclusion one can reach re the recent market action is the hedge fund dominated action...
- External links 2008-08-20
- Where Are the Bottom-Up Analysts Coming From?
- Vinny Catalano submits: Back on February 11th I wrote a report titled “What are the Sell Side Analysts Smoking?” The commentary and report focused on the excessively optimistic outlook earnings forecasts for 2008 by bottom up analysts. Excessively optimistic in that top down forecasts were substantially below the bottom up...
- External links 2008-08-26
- The Looming Valuation Adjustment Process
- Vinny Catalano submits: A powerful argument is being made by my good friend and frequent Market Forecast panelist, Rich Bernstein, in his most recent report – “Valuation Now at Historical Extreme”. The chart above click image to enlarge is from Rich’s report and shows what I noted last Thursday, “Stagflation...
- External links 2008-09-04
- Of Fear and Financials
- Vinny Catalano submits: “The only thing new in this world is the history that you don't know.” - Harry S Truman Just as day follows night and spring follows winter so, too, does investor psychology follow the seasons of emotions from greed to fear and back. Behavioral finance rules...
- External links 2008-09-10
- From Chaos to Sanity: Rules Matter
- Vinny Catalano submits: Rules matter.If the NFL changes its rules of play, does that not have an effect on the game? So, why would a rule change by the FASB or the SEC or a law by Congress not have the same game-changing effect? by Vinny Catalano
- External links 2008-09-17
- Keeping Up with the Lehman Credit Swaps Settlement
- Vinny Catalano submits: If you are looking for a reason why stocks are plunging, here's one major reason.Today, again at 2 PM eastern time announcements re: settlement of the massive Lehman Bros. credit default swaps will occur. According to one trading desk source of mine, the equity markets are far...
- External links 2008-10-10
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