Markets

12:33am Sunday, May 20, 2012: Where the Rubber Meets the Road at Home - Wall Street All-Stars» Markets
I wrote the following on December 19th, 2009: =-=–=-==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=–=-==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- Dear David, Quick question in case you find yourself with time to spare on your blog (ha!! ) : You have a large family. What do you teach your children? How do you prepare them using the economic back drop? What are the hopes, the fears [...]
1:05pm Friday, May 18, 2012: Gary Smith’s Market Take - Wall Street All-Stars» Markets
Here’s my take on the markets today, May 18, 2012. If you’d like to read more of my articles, click here. Credit gauges are mostly deteriorating again today. The 2Y Swap Spread is falling -2.4% to 35.75 bps. The France sovereign cds is down -1.6% to 217.34 bps. The Italian/German 10Y Yld Spread is falling [...]
5:25am Friday, May 18, 2012: Don’t Become the Market - Wall Street All-Stars» Markets
It was late 1993, and I knew that we could make a lot of money if I sold floating-rate Guaranteed Investment Contracts. Let me quote an earlier piece: My goal as an actuarial businessman was to make profits with modest risk for my ultimate owners, who were the mutual policyholders. Once I faced a situation [...]
9:05pm Thursday, May 17, 2012: Weekly Sector Update – Biotechnology Shows Strength - Wall Street All-Stars» Markets
This week’s featured ETF is the iShares Nasdaq Biotechnology (IBB). The ETF tracks the NASDAQ Biotechnology index. The top holdings include Alexion Pharmaceuticals and Amgen. Here is a complete list of the top holdings. The top ten holdings make up about 50% of the fund, so the concentration is not too bad. The trailing P/E multiple [...]
6:13pm Thursday, May 17, 2012: Cody Willard on Apple suppliers, oil, Greece and more - Wall Street All-Stars» Markets
Here’s the transcript of this week’s chat at TradingWithCody.com, a service not affiliated with MarketWatch. All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different behavior? QCOM,BRCM more or less are following AAPL (about -10% since their earnings report) and others ( SWKS and mostly CRUS [...]