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"Inflection Day" Rally Effects - Rotation Underway
Sectors and Styles Strategy Report: May 12, 2008
Quotable Quotes: Thank you, Mr. Obama
The "Inflection Day" Rally
Beyond the Sound Bite: An interview with Maria Fiorini Ramirez
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Barack Obama
Beyond the Sound Bite
Bill Clinton
Credit Crisis
deleveraging
Don Straszheim
Financials
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George H. W. Bush
George W. Bush
Global Financial Stability Report
Investment Strategy
Maria Fiorini-Ramirez
Michael Mauboussin
Quotable Quotes
T.S. Eliot
Technical Thursdays
TIm Hayes
US Consumer
Vahan Janjigian
Valuation
Vinny Catalano
Weekly Report
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May 2008 (9)
April 2008 (21)
March 2008 (1)
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"Inflection Day" Rally Effects - Rotation Underway
text from yesterday's weekly report: As the "Inflection Day" rally rolls on, a rotational pattern seems to be emerging. The recent emerging weakness in Consumer Staples combined with strength in areas such as Consumer Discretionary and Mid...
Published
Tue, May 05 2008 2:03 AM
by
Vinny Catalano, CFA
Filed under:
Investment Strategy
,
Vinny Catalano
Sectors and Styles Strategy Report: May 12, 2008
excerpts from this week's report: Model Growth Portfolio (MGP) “Yet another strong relative performance week for the MGP (that makes it 6 out of the last 7, 12 out of the last 14, and 14 out of 19 for the year) puts the year-to-date relative...
Published
Mon, May 05 2008 9:17 AM
by
Vinny Catalano, CFA
Filed under:
Weekly Report
Quotable Quotes: Thank you, Mr. Obama
Bush, Clinton, Bush, ..oops.. Thanks to Obama (and barring an unforeseen disaster in gun-happy America), the dynasty of dysfunctional political family rule has come to an end. “It's exciting; I don't know whether I'm going to win or...
Published
Fri, May 05 2008 3:09 AM
by
Vinny Catalano, CFA
Filed under:
Quotable Quotes
,
George W. Bush
,
Hillary Clinton
,
Barack Obama
,
Bill Clinton
,
T.S. Eliot
,
George H. W. Bush
The "Inflection Day" Rally
The granddaddy of the market confirmation principle, Dow Theory, states that each index (Industrials and Transports) must confirm the other in order for a move (up or down) to be considered sustainable. If one index makes a new recovery (not all-time...
Published
Wed, May 05 2008 10:08 PM
by
Vinny Catalano, CFA
Filed under:
Technical Thursdays
Beyond the Sound Bite: An interview with Maria Fiorini Ramirez
In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer. The length...
Published
Wed, May 05 2008 6:08 AM
by
Vinny Catalano, CFA
Filed under:
Audio Interview
,
Beyond the Sound Bite
,
Maria Fiorini-Ramirez
Even Buffett Isn't Perfect
"The idea of financial panic -- that has been pretty much taken care of," Warren Buffett “Economy May Face Prolonged Pain, History Suggests” Greg Ip, Wall Street Journal Mr. Buffett may be technically correct but that won’t...
Published
Tue, May 05 2008 7:03 AM
by
Vinny Catalano, CFA
Filed under:
Credit Crisis
,
Vahan Janjigian
Sectors and Styles Strategy Report: May 5, 2008
in this week’s report : Model Growth Portfolio (MGP ) “The combination of the occasional pricing discrepancy between the S&P 500 and the individual economic sectors (1.15% vs. 1.41%) coupled with the strong performance by the Latin America...
Published
Mon, May 05 2008 8:03 AM
by
Vinny Catalano, CFA
Filed under:
Weekly Report
Quotable Quotes: Satanic Statistics
They say the devil is in the details. Well, how about this detail? On Monday the world population will reach 6,666,666. Perhaps a few words on statistics might alleviate any hellish thoughts. “There are three kinds of lies: lies, damned lies, and...
Published
Fri, May 05 2008 8:26 AM
by
Vinny Catalano, CFA
Filed under:
Quotable Quotes
Technical Thursdays: May's Market Flowers Will Wilt Before Blooming This Summer
There’s a certain feebleness to the current US equity rally that the accompanying chart* shows quite clearly and should be a cause for concern to the bulls. To begin, it is always more encouraging when Momentum (first indicator) is more robust. Failing...
Published
Thu, May 05 2008 9:54 AM
by
Vinny Catalano, CFA
Filed under:
Valuation
,
Investment Strategy
,
Technical Thursdays
News Alert: Brazil Government Debt Upgraded
According to news sources (which have not hit the major newswires as of yet), Brazil's government debt has been upgraded. This had been expected in the second half of this year. So, this announcement caught investors off guard and pleasantly surprised...
Published
Wed, Apr 04 2008 3:28 PM
by
Vinny Catalano, CFA
Beyond the Sound Bite: Vahan Janjigian, CFA, Ph.D.
In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity markets view, why Financials while beginning to look attractive...
Published
Tue, Apr 04 2008 11:02 PM
by
Vinny Catalano, CFA
Filed under:
Audio Interview
,
Investment Strategy
,
Vahan Janjigian
Defining the Credit Crisis
Since the credit crisis began, investors have been bombarded with acronyms and phrases that most had very little direct experience with. Since the credit crisis is far from over and has both real and financial economy affects (that will result in a transformation...
Published
Tue, Apr 04 2008 12:14 PM
by
Vinny Catalano, CFA
Filed under:
Credit Crisis
,
Global Financial Stability Report
If Not Now, When?
excerpts from this week's report: "While most investors are rightfully focused on economic and domestic political matters, it would behoove all not to lose sight of the increasingly more probable event of a military strike on Iran before George...
Published
Mon, Apr 04 2008 12:34 PM
by
Vinny Catalano, CFA
Filed under:
Foreign Policy
,
Geopolitics
,
Valuation
,
Weekly Report
Quotable Quotes: Wishful Thinking
Despite the events of recent days, Hillary Clinton and investors in the Financial and Consumer Discretionary sectors may have something in common – wishful thinking. “Nothing is so common-place as to wish to be remarkable.” William Shakespeare “They say...
Published
Fri, Apr 04 2008 12:41 PM
by
Vinny Catalano, CFA
Filed under:
Quotable Quotes
VIX and the Premature Return to Complacency
It could be argued that the recent rise in the medium and longer term US Treasury rates have something to do with concerns re inflation. It also could just as easily be argued that a major part of the rise is due to a lessening of the fear factor related...
Published
Thu, Apr 04 2008 11:41 AM
by
Vinny Catalano, CFA
Filed under:
Credit Crisis
,
deleveraging
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