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Thoughts from Athens

I talked to someone in the shipping business this morning. He happens to be Greek and has substantial interests in the country. We never did get around to talking about ships. Some of his words on the status quo in Greece: The situation today is worse than ever. Business has stopped The world does not […]

My Gut Feeling for Today, Nov 4, 2011

After yesterday’s soap opera over in Greece, we should expect a quiet day. However, we begin with the October Bureau of Labor Statistics employment report. That report came in at 80,000 below expectations for about 10,000. However there were higher revisions of 55,000 for September, and the unemployment rate dropped 9.0%. The household report also […]

Jordan Kahn’s “Get Mental!” Investor Psyche Diary for November 3, 2011

Here’s the transcript for Jordan Kahn’s “Get Mental!” Investor Psyche Diary for November 3, 2011. You can find Jordan live writing about his investments and chatting it up subscribers five days week at WallStreetAllStars.com/psyche-diary. jordan November 3, 2011 – 11:37 AM Good morning, all. Welcome to my new trading diary where we will focus on […]

Jeff Miller’s Investment Diary for November 3, 2011

Here’s the transcript for Jeff Miller’s Investment Diary for November 3, 2011. You can find Jeff live writing about his investments and chatting it up subscribers five days week at WallStreetAllStars.com/investment-diary.   jeffmiller November 3, 2011 – 9:06 AM Good Morning. I look forward to discussing investment themes and ideas. I have several different programs, […]

Brian Gilmartin’s Earnings Diary for November 3, 2011

Here’s the transcript for Brian Gilmartin’s Earnings Diary for November 3, 2011. You can find Brian live writing about his trades and chatting it up subscribers five days week at WallStreetAllStars.com/earnings-diary. briang November 3, 2011 – 8:51 AM CVS reported slifgtly better eps this am ($0.70 vs $0.67) on slighhtly less revenues than consensus expected. […]

Revolution Investing Links: Alternative energy is doomed, Google meets Facebook and more

Here’s what I was reading and thinking about this morning when I wasn’t listening to my 30-month old niece talk about what she’s going to do today.  She stays busy, I’ll tell you that much. First Solar’s Chart is Very Oversold but… – Brian Gilmartin with a blunt assessment of First Solar’s chart and earnings report. […]

How to trade the new Greek crisis

Cross-posted with my independent site, TradingWithCody.com – be sure to check out the new layout and features on the site. But, wait. They said Greece’s problems and therefore the entirety of the EU was fine. Less than a handful of trading days ago, here were the headlines, straight from last Tuesday’s “Must-reads” column right here […]

My Gut Feeling for Today, Nov 1, 2011

We went from one of the worst months in history (September 2011) to one of the best (October 2011). The S&P 500 (SPX) gain of 10.77% in October was the best month since December 1999 gain of 11.16%. It was the 8th best month for that index ever since January 1950 (that is a period […]

The Professor’s Classroom for October 28, 2011

Here is the Finance Professor’s Classroom for October 27th, 2011: Oct 28 2 011, 6:33 AM Scott Rothbort: Chad. The great equalizer and arbiter for the stock market is earnings. Your impression of the political and economic situation is very much a subjective view, in many cases influenced by the media. However, earnings are objective. […]

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