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Canadian Housing Bubble, er "Market" Update
In our never-ending quest to profit from the works of others, we here at Running of the Bulls present to you two papers on the Canadian housing market, which is a bubble, or kinda bubble-like, at least...
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Is Something Bad Coming?
Frankly, I do not know. I do not make big, grand predictions. I am loathe to make such prognostications. But I have been wondering if something bad is soon coming in the market. Everyone is biased...
View ArticleMarket Action, September 2 2010 - Melt-Up
That is what the past few days have been. Clearly, the market had gotten too pessimistic, including yours truly. The catalyst for the melt-up was Wednesday's ISM survey, coming in at a surprising...
View ArticleDell, HP – Something You Won’t Hear Me Say Anytime Soon
“I want to buy Dell and HP stock.” Apart from the breathless announcements from CNBC flashing on my screen regarding the bidding war between Dell and HP for 3Par – a company that makes data storage...
View ArticleSeventh Best September in 82 Years on Weak Economic Data
If September were to end today, September 2010 would go down as the seventh best September for the S&P 500 since 1928. A mere three days into the month, the S&P 500 has risen 5.26%. On only...
View ArticleCompanies Do Not Trust European Stress Tests
Should you? From the FT Leading UK and continental European companies are increasingly shunning banks from Spain, Italy and even Germany because they do not believe the Europe-wide stress testing of...
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Book Updates
It has been awhile since I reviewed any books. Here are five that I have recently read and recommend. Title - Bust: Greece, the Euro and the Sovereign Debt Crisis Overview - Bust is written by Matthew...
View ArticleWhat I Have Learned
An investment program or a trading system must be specifically tailored to each and every individual. Risk tolerances, return targets and cash flow needs are critical in structuring a program of...
View ArticleOn Semi-Permanent Hiatus
First, my apologies. I made this decision months ago. It took me two months to fully accept that I had to do this. Once I made the decision, it was two months of sloth before I found the energy to...
View ArticleWhy Argentina is an Economic Basket Case, Reason #2,562,976
I'm taking a break from taking a break posting to put up this article from the Wall Street Journal. Some countries just cannot resist loading all the chambers and putting a gun to its head just to see...
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