Selected Articles/ Research
2010
Gold and Banks: Debunking Another Misconception, July 8, 2010
USA, Inc.: Have Profits Peaked?, July 7, 2010
Bear Rebuttal: The Market is Pricier Than You Think, June 2, 2010
Finding the Next Tech Takeover Stock, May 25, 2010
This Red Hot Market is a Red Flag, May 5, 2010
Greek Crisis: Beware of European Banks, April 30, 2010
HP Acquires Palm -- Who's Next in Tech?, April 30, 2010
2009
The Worst Decade for Stocks.... Ever, December 23, 2009
Which Megabank Will Need to Raise Capital, November 25, 2009
The Only Asset Worth Owning Today, November 19, 2009
5 Signs Irrational Exuberance is Back, October 14, 2009
Stocks Are Fairly Valued -- at Long Last!, March 11, 2009
Will Wells Fargo Disappoint on Wednesday?, January 26, 2009
The Tiny Bankruptcy That's Bad News for Mega-Banks, January 21, 2009
Should GE Break Itself Up?, January 13, 2009
A Slam-Dunk Trade for 2009, January 7, 2009
What the Experts Aren't Telling You About 2009, January 6, 2009
2008
Why Bank Stocks Will Continue to be Volatile in 2009, December 23, 2008
Graph of the Week: The VIX Volatility Index and the S&P 500, 1990 - 2008, December 5, 2008
Is Bank of America's Dividend Safe?, December 9, 2008
Will Citi Dilute Shareholders Again?, November 26, 2008
The Ivory Tower Indicator: Buy Stocks, November 14, 2008
Graph of the Week: Goldman Sachs Share Performance From IPO, November 10, 2008
Hedge Funds' Favorite Stocks, Top 85 - October 2008 (Excel spreadsheet). Related article: How to Profit From Hedge Fund Selling, November 3, 3008
Will Analysts' Irrational Exuberance Sink the Dow?, October 30, 2008
A Rising Trend That Could Hurt Banks, October 28, 2008
When Will the Wild Price Swings End?, October 23, 2008
Which Bank Will Cut Its Dividend Next?, October 13, 2008
Time to Buy the Banks, but Which Banks to Buy?, September 5, 2008
Is It Time to Buy the Banks?, August 28, 2008
The Long Run Commentary, Fannie, Freddie: Shares Are Still Too Dear, Bonds Too Cheap, August 26, 3008
Bank Losses: Are We Just Getting Started?, July 15, 2008
2007
Find the World's Best Caipirinha and a Huge Opportunity in Housing, November 19, 2007
Sell China, Buy Japan, October 23, 2007
How Does a 36% Annualized Return Sound?, August 13, 2007
The Lie About Growth and Value Stocks, February 22, 2007
2006
The Pipe Dream of Dow Highs, October 17, 2006
What the Dow's New High Means, October 5, 2006
Beware of Quick-Flip IPOs, September 25, 2006
Fannie and Freddie's Fall From Grace, July 11, 2006
(NB: Please read the disclaimer at the bottom of the page.)