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My Gut Feeling for Today, January 9, 2013 ($$)


After reaching a multi-year high on Friday, the markets pulled back the past two days. Expect the broken clock call for the end of the “bull market” from the perma-bears pundits to resonate. I maintain that we have yet to really begin a secular bull. Just as we managed to recover from the tech crash […]

My Gut Feeling for Today, August 27, 2012 ($)


I had one whirlwind week. In Las Vegas I must have visited at least a dozen malls or shopping centers and countless casinos. There was a huge amount of information that I was able to garner through my research / travels. Los Angeles gave me the opportunity to relax a little but I still managed […]

On Contrarianism

I wrote the following on December 23rd, 2009: =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- With markets, it doesn’t matter what people say.  What matters is what they rely upon. Face it, people have opinions, and when asked only the most cautious or prudent won’t give an answer.  Talk is cheap. But money talks.  What will people or institutions risk some […]

My Gut Feeling For 2012


After a year that was accentuated or shall I say pockmarked with a continual flow of exogenous events such as natural disasters, sovereign debt and budgetary crises and political changes in the Arab world which resulted in a flat S&P 500 (SPX) index, we head into a fresh new year with a clean slate. 2012 […]

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