Sunday, August 03, 2014

Saturday, July 26, 2014

Saturday Rock Blog: But Anyway

Saturday Rock Blog: When the Tigers Broke Free

"When The Tigers Broke Free was released as a single in the UK and US on this day, in 1982. As you can see, the front notes it was "Music From The Film" and there was an intention to include it on The Final Cut (the rear of the sleeve mentions this) but it wasn't to appear on that album until the 2004 reissue on CD." -source

Saturday, July 19, 2014

Sunday, July 06, 2014

Saturday, June 28, 2014

Monday, June 23, 2014

Saturday, June 21, 2014

Saturday, April 26, 2014

Saturday, March 29, 2014

Saturday, March 08, 2014

Saturday, March 01, 2014

Saturday Rock Bog: Knock on Wood

Disclosure : I am long many assets.

Saturday, February 22, 2014

Saturday, February 15, 2014

Saturday, January 18, 2014

Saturday Rock Blog: Sherry Baby (BBY)

Disclosure: I no longer have a position in BBY.

Friday, January 17, 2014

Sunday, January 12, 2014

Sunday Rock Blog: (The Bears) Couldn't Get it (the Market) Right (in 2013)

Welcome to 2014! At first glance the market has been kinda weak so far this year but in the context of the six month chart above, you can see we've just been consolidating the Santa Claus rally. The market leading small caps have a very bullish looking pattern, as if stocks are about to surge higher. As I've suggested previously, the most plausible way for this 5+ year bull market to end is with serious upwards capitulation. Everyone is talking about a crash (down), how about a crash up? Consider a scenario where stocks go up ~2%/day for a week straight and then surge 5-10% (or more) one single day. This is how I think this QE-fueled bull market will end, not with some little reversal on taper talk like traders are constantly talking about. Does reality justify such price action? Absolutely not. Does reality justify a 40% gain in small caps last year? No way. This is a bubble market and bubbles go far higher for far longer than anyone ever expects. Based on the charts I'm looking at, the uptrend is accelerating, not slowing down. The best gainers will probably be the dumbest, most overvalued stocks (think TWTR or SCTY) that all of the fast money traders are trying to short. So going forward, I'm gonna stay long/bullish on the broad market until we see some crazy upside on record volume. There are good short opportunities though, such as in retail (e.g., SHLD), but the market indexes are heading higher, clearly. Good luck this year! Disclosure: I have no position in IWM.