Monday, March 31, 2014
Is the Profit Margin Set to Revert to the Mean? (excerpt)
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There’s a raging debate over the profit margin--not so much in Boston, where I visited our accounts last week, as between the WSJ and B...
Thursday, March 27, 2014
Rotating Into Systems Software (excerpt)
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Yesterday, I noted that the recent decline in the so-called “momentum” stocks--particularly in the S&P 500 Biotechnology, Internet R...
Wednesday, March 26, 2014
Biotech Has a Hiccup (excerpt)
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The S&P 500 Biotechnology stock price index (ALXN AMGN BIIB CELG GILD REGN VRTX) peaked at a record high on February 24. It is down 1...
Tuesday, March 25, 2014
Purchasing Managers Indexes Mostly Upbeat (excerpt)
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Also providing a bit of lift to stocks yesterday morning was Markit’s latest batch of flash M-PMIs. The US manufacturing index edged do...
Monday, March 24, 2014
Stocks Continue to Follow Bull Market Script (excerpt)
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Earlier this year, the bears noted that the DJIA might be following the 1928-1930 Great Crash script. Fortunately, it hasn’t play out tha...
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