May 25, 2010 –
For someone who gleefully dove in at the bottom of the bear markets in late ’08 and early ’09, you’d think I might be more optimistic about Europe right now. Unfortunately, I am not convinced. The more the crisis goes on, the greater my level of fear becomes. This is almost a complete reversal from the deep market plunges of late ’08 and early ’09, where I was buying in like a mad man. [more]
May 17, 2010 –
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RELATED TICKERS: LLY
, PFE
, BP
It's beginning to look a lot like a bear market. I'm not that surprised given the negative headwinds of late. Ironically, this is actually proving much of the perma gloom-and-doomer crowd wrong, as most of them have been suggesting that the US is in the worst shape. Au contraire --- both China and the Eurozone face significantly greater problems right now. The US, relatively speaking, is the best of a bad bunch. [more]
May 14, 2010 –
For a long time, I've been meaning to make a post on New Jersey Governor Chris Christie, so here is my short introduction to Christie for all my fellow CAPians. [more]