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Goldman invests in Facebook at $50b valuation: Early, smart reactions

NYT’s DealBook broke the story: Goldman Invests in Facebook at $50 Billion Valuation Data: Google Finance 1/3/11 premarket, as of 12/31/10 price and shares outstanding Dan Frommer, BI: “Goldman Sachs got a little extra: It’s now in the driver’s seat to eventually take Facebook public. Beyond whatever it makes on […]

Outlook

Goldman invests in Facebook at $50b valuation: Early, smart reactions

by Mick Weinstein
Published January 3, 2011
Natural gas: A dog in 2010, but here’s a buyer now (UNG)

In the Performance with Protection model, manager Leif Eriksen takes a top-down, fundamental approach and generally favors large and mid cap companies. He recently bought the natural gas ETF (UNG), an interesting choice given nat gas’s underperformance in 2010. While most commodities showed considerable strength over the past twelve months […]

Strategies

Natural gas: A dog in 2010, but here’s a buyer …

by Mick Weinstein
Published January 2, 2011
Obama’s first two years were great for the market

From: If this is Socialism, call me Comrade | Global Macro Monitor

Outlook

Obama’s first two years were great for the market

by Mick Weinstein
Published January 2, 2011
How investable markets performed in 2010

Via Finviz: Commodities and precious metals had particularly strong years, with palladium at the top of the heap. Some drivers behind the near doubling of palladium prices in 2010: An exchange traded fund linked to the metal launched in New York in January, granting much easier access for retail and […]

Outlook

How investable markets performed in 2010

by Mick Weinstein
Published January 2, 2011
The Joy of Stats

Here’s a well produced, hour-long documentary on statistics and their presentation, from the BBC: The Joy of Stats. It features the effervescent Swedish statistician and global health researcher,  Hans Rosling.

Outlook

The Joy of Stats

by Mick Weinstein
Published January 2, 2011
Providers of Human Capital Gain as Jobless Claims Fall (MWW, VOL, KELYA, MAN, ADP, PAYX)

Raise the banner and wave the flag—last week, jobless benefit claims dropped by 34,000, which was enough to bring us to the lowest level we’ve had since July of 2008. One company that clearly benefited from this news was workforce consultation and human capital provider Volt Information Sciences Inc (NYSE: […]

Archive

Providers of Human Capital Gain as Jobless Claims Fall (MWW, …

by Yolander Prinzel
Published December 31, 2010
New Positions on Covestor—December 30, 2010 (BBY, TOD)

Epic Advisors added Best Buy (NYSE: BBY) to their Bottom-Up Analysis model this month. BBY has been the subject of some investor apprehension lately for a few reasons, among them: There was a concern that the free shipping promotions offered by competing retailers would make BBY seem less attractive to […]

Strategies

New Positions on Covestor—December 30, 2010 (BBY, TOD)

by Yolander Prinzel
Published December 31, 2010
Testing the theory that consensus estimates affect short-term price fluctuations (LRCX, RES)

When we interviewed J. Stephen Castellano of Ascendere Associates last month about his Systematic Long-Only model, we found his take on consensus estimates interesting. Consensus estimates (see definition) are provided by most media outlets like Yahoo Finance that have financial news and stock information. What was interesting about the Ascendere […]

Archive

Testing the theory that consensus estimates affect short-term price fluctuations …

by Yolander Prinzel
Published December 31, 2010
The Ride of Your Life

London-based Lazar Dzamic created this infographic in the format of a subway map, entitled ‘The Ride of Your Life’, to illustrate some of the darker sides of capitalism. Click to enlarge: Dzamic, a Digital Planning Director at Kitcatt Nohr,  describes his motivation: It was inspired by two books: Robert Cialdini’s ‘Influence: the […]

Outlook

The Ride of Your Life

by Mick Weinstein
Published December 30, 2010
Daddy’s Day

An illuminating ongoing series in The New York Times examines recent changes in women’s prominence and economic impact on societies around the world. Today’s piece focuses on shifting work schedules in Holland, where more fathers in demanding professions are moving to a 4-day workweek to allow a day with their young […]

Outlook

Daddy’s Day

by Mick Weinstein
Published December 30, 2010
Airline Stocks Weather Travel Delays; Streaming Video War Heats Up (LCC, UAL, DAL, AMR, NFLX, AAPL, SHLD)

December 23rd and at the same $7.78 on December 29th. United Continental Holdings (UAL) had a closing price of $23.41 on December 23rd and $23.46 on December

Archive

Airline Stocks Weather Travel Delays; Streaming Video War Heats Up …

by Yolander Prinzel
Published December 30, 2010
New Managers and Models on Covestor – December 29th, 2010 (TEX, BUCY, CAT, VALE, BKI, VSH)

model has been available since February. But Mark now has a new model — Opportunistic Arbitrage Long Only. The difference between the two: while Mark might

Archive

New Managers and Models on Covestor – December 29th, 2010 …

by Yolander Prinzel
Published December 30, 2010

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