Archive for February, 2010

• EARLY LOOK: Fashionable Fear
  keith, February 26th, 2010 at 7:54 am, Comments: 0

  “There is nothing new except what is forgotten.” -Rose Bertin Marie-Jeanne Rose Bertin was the first fashion designer of consequence in Europe’s 18th century. Some [...]

• U.S. Strategy: The S&P Roiling Undertone
  keith, February 26th, 2010 at 7:22 am, Comments: 0

  The S&P 500 finished down 0.21% yesterday, but well off their worst levels of the day.  Thursday’s decline is largely a function of global MACRO [...]

• EARLY LOOK: Sleeping Giants
  keith, February 25th, 2010 at 8:15 am, Comments: 0

  “The great danger for most of us lies in not setting our aim too high and falling short; but in setting our aim too low, [...]

• U.S. Strategy: Sagging Sales
  keith, February 25th, 2010 at 7:37 am, Comments: 0

  Thanks to the FED the S&P 500 finished higher by 0.97% on Wednesday.  Fed Chairman Bernanke intimated that the “Piggy Bankers” will be feeding at [...]

• Tough Love (An insight on Wall Street’s performance culture)
  keith, February 24th, 2010 at 1:25 pm, Comments: 0

  “Think not those faithful who praise all thy words and actions; but those who kindly reprove thy faults.” -Socrates This weekend I read a booked [...]

• EARLY LOOK: Selling Fear
  keith, February 24th, 2010 at 7:58 am, Comments: 0

  “We have a product for sale called news, and I’m the salesman.” -Shepard Smith You can call Fox News what you will, at least Shep [...]

• EARLY LOOK: Sovereign Debt for Dummies
  keith, February 23rd, 2010 at 7:51 am, Comments: 0

  “Who can be wise, amazed, temperate and furious, loyal and neutral, in a moment? – No man.” -William Shakespeare On US stock market weakness yesterday, [...]

• U.S. STRATEGY: Financials’ Mo, continues
  keith, February 23rd, 2010 at 7:44 am, Comments: 0

  The S&P 500 finished modestly lower (-0.1%) yesterday on extremely light volume and slightly negative breadth.  The lack of volume is likely a result of [...]

• EARLY LOOK: Learning Fast
  keith, February 22nd, 2010 at 7:53 am, Comments: 0

  “The ability to learn faster than your competitors may be only sustainable competitive advantage.” -Arie de Geus De Geus was a global macro man, of [...]

• Bernanke Sees Inflation…Finally
  keith, February 19th, 2010 at 11:43 am, Comments: 0

  There are plenty a market pundit making noise in the marketplace today that the “core inflation” report was benign. Most of those pundits have been [...]