Archive for January 2012

A Quiet Monday

Maybe its the upcoming New Hampshire Primary or maybe it is the ironic upbeat employment numbers but things are quiet this morning.   We remain long stocks and short gold for a number of reasons and one is that earnings announcements…Continue Reading →

Forecasts and Analysis for 2012 from others

While we wait for the employment numbers this week why not look at some other views of the markets and politics: Byron Wien Doug Kass NYT:                                           

Fat Cats

I rarely put much weight on analyzing individual stocks but I do have six stocks that I look at maybe once a day just because they tell a story.  Yesterday’s action for them was not particularly bullish.   Here are…Continue Reading →