Jeb | September 4, 2010
The Wildebeests are preparing to fight for herd dominance in November
Download the full pdf at: Thoughts Mkt Performance & Midterm Elec 9-2-10
Facts to Consider:
Polls and prediction markets point to a significant Republican victory in the November midterm elections that will likely change the control in the House of Representatives to the Republicans and may do [...]
Jeb | August 24, 2010
One would be led to think that the uptick in unemployment claims was a signal that earnings growth will dramatically slow. That conclusion seems a bit hasty particularly in light of the fact that earnings in Q2 came in at 49% above Q2 2009 and were 15 percentage points above the consensus estimates for growth [...]
Jeb | August 4, 2010
Aberdeen sent out a one question survey to over 250 friends and clients on July 30, 2010. The recipients are sophisticated investors from all over the U.S.
The survey asked the recipients to provide an indication where they stand in terms of U.S. market prospects. 38% of the recipients opened the survey and 17% of the [...]
admin | July 18, 2010
General Market Comment: July 19, 2010
(The following market commentary can also be viewed at the following linked pdf file: General Market Comment July 19, 2010)
We have had quite a roller coaster in the equity market. No one would have guessed the market volatility or the extremity of sentiment we have seen if the only information they [...]
admin | July 17, 2010
The Wildebeests are Running Again . . . When there is panic in the herd there is money to be made.
“Most people get interested in stocks when everyone else is. The time to get interested is when no one else is . . .” – Warren Buffett
I have never seen as strong a confluence of [...]
admin | June 21, 2010
Now that we have had a 15% correction in the NASDAQ – what’s next?
The NASDAQ peaked on April 23 after 8 weeks of consecutive gains. It has apparently bottomed on June 9. I made note in April that extended strings of up weeks were generally precursors to even more movement to the upside punctuated occasionally [...]
admin | June 8, 2010
Aberdeen Investment Management, Inc. Collaborates With Research 2.0
Aberdeen Investment Management, Inc. (AIM), is pleased to announce that it has entered into a collaboration with Research 2.0, a next generation technology research firm based in Boston, to provide research services to AIM on publicly-traded, emerging technology companies. AIM has been providing advice to high net worth clients [...]
admin | June 3, 2010
Several indicators are pointing to a near term recovery from the recent market correction.
For example . . . The retail money has yanked money from equity mutual funds. The following chart from BofA Merrill Lynch shows they fled equities at a rate never seen before except at the panic points of Oct/Nov 2008 and March [...]
admin | May 21, 2010
The S&P 500 now 51% undervalued relative to Treasuries
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S&P 500 is down 10.9% from April high, down 2.8% year to date – so far it’s a correction that falls within the bands of “normal”.
The S&P 500 has been this or more undervalued only twice since 1970 – it was 59% undervalued in December 2008 and [...]
admin | May 17, 2010
General Market Comment: May 17, 2010
(The following market commentary can also be viewed at the following linked pdf file: General Market Comment May 17 2010)
The market, as I define as the NASDAQ here, is down 7% over that last 21 days. Are market lore, cycle theories, some market internal measures, fear of a spreading Eurozone [...]