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2009 May at Trader’s Narrative

Archive for May, 2009

Has The Fed Stopped Easing?

One of the very few economists that foresaw the financial crisis was Canadian David Rosenberg. He was the chief North American economist at Merrill Lynch but recently moved back to Canada and joined the boutique asset management firm of Gluskin Sheff in Toronto.
While the FOMC has held the Fed Funds Rate at zero to 0.25 […]

There are many different ways to value the stock market. We are waiting for the Coppock Guide to give us a signal by month’s end (just a few more days left). The usually reliable price earnings ratio has gone haywire, but the dividend yield ratio is still valid.
But what if I told you there […]

Since I got my hands on my copy of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy, I’ve been devouring it almost non-stop.
Written by Barry Ritholtz, Director of Equity Research at Fusion IQ, and blogger at The Big Picture, it promised to be a definitive guide to […]

Weekend Reading: Inquiring Minds

Check out these links from this weekend’s reading list at

How to Write a Trading Business Plan - Limited Time $1097 Giveaway
Independent Inquiry Panel to Investigate Causes of Financial Crisis
A Walk Through Global Markets
SEC Employees Get New Trading Ban
Get a FREE Subscription to Traders Magazine
Q&A with Charlie Munger (of Berkshire Hathaway fame)
Thus Ended Capitalism (Dilbert […]

Here’s this week’s walk through the sentimental landscape:
The retail investors, as measured by the weekly AAII survey are paring their new found bullishness. The bulls are down to 34% while the bears increased to 45% (each going in the opposite direction by 10% points from last week). Although this is an about face, it only […]


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