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Change

As we have traded both long and short since the beginning of December I started¬†expressing increasing concern¬†about trading the long side in the past week or so even as markets rallied again […]

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Bifurcation

Last night $IBM reported basically garbage numbers exemplifying the issue I raised in the buyback article: Companies using financial engineering (buybacks and tax rates) to manage their earnings higher while barely growing […]

OPEX Week

Note: Per my message last week I’m closing down for new registrations and will wait list prospective clients if spots open up. Thank you for all the support! I was almost tempted […]