Leadership – the capacity to lead, or the act/instance of leading. Where will we find the companies leading markets in 2012? That is the million dollar question. Your recent leaders of today may not be your leaders of tomorrow. PCLN? LULU? CMG? NFLX? CRM? Nah, there are new kids on the block. Depending on where [...]
The market will lose a major catalyst when earnings season winds down. Now, there are always earnings plays to look for regardless of the calendar, however it’s just slim pickings until mid January. This week has some interesting plays – one of my favorites being CRM. We have done well with this name in the [...]
Markets made up their mind early in the day as they hit the skids early following some more negatives from Europe. Couple that with some hot inflation numbers and very poor philly Fed numbers and you had a strange brew forming. The breadth was as bad as I’ve ever seen it – nearly 29–1 negative [...]
The first of the month has normally been a positive market day. In fact, only ONCE in the past year did we have a negative day – the last one in March of this year. Today’s action was nasty and particularly troublesome after yesterday’s very strong performance. Tuesday had all the characteristics – positive volume, [...]
