WTF happened today? It’s not like Obama was not a lock from an electoral standpoint. Machines and smart people were predicting it. That means the machines on Wall Street had factored the electoral landslide in…No? Guess not. In the end, today is just another day and data point. If you spend anytime on my stream …
From: November 2012
Momentum Monday – We are Back…SANDY, Apple, Generators and more Trends…
Momentum Monday is back by popular demand after too long a hiatus. Markets feel heavy after the leading tech stocks $GOOG, $AAPL, $AMZN, $IBM disappointed (at least the price drops signal a mood change) this earnings season, but there are other emerging trends that are capturing our attention. The market is an opportunity machine and …
Patents are the New Biotechs…Shame!
I have been talking about the trend upwards in the Biotech Industry for a while on this blog. They have been a leader since the market bottom of 2009. I have always been nervous about biotech stocks because I don’t understand the financial structures, FDA risk and valuations. I avoid. Patents have the same feel. …