Monthly Archives: January 2014

Time for tech to take back?

Yesterday my partner Cory, tweeted this interesting big picture chart of Apple, pointing out that the tech giant led the NASDAQ and overall risk markets lower in both of the last market cycles since 2000, and that its recent bear … Continue reading

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Why over-valuations matter

With all the complacent talk and soothing reassurance from the “always-long stocks” sales force, one would think that “volatility” is but a benign nuisance that causes the odd hiccup but no lasting pain. Grin and bear; stiff upper lip; all … Continue reading

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The Dow’s 5-year rhyme

I have to say, given the exhausted consumer and weak global demand, I was skeptical that the traders and churners could keep a sick dog hunting for 5 full years this cycle…but congrats to them are in order I guess. … Continue reading

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