Revisiting an Old Long Opportunity
On 2/20/13 we had a post on MWW. It was one that was available to the public so we removed the name/price info of the stock in question in that post and revealed it only via email. At the time…...
“Analysts Wary as Reform Euphoria Sweeps China Markets”
So goes the title of an article at the FT.com today regarding the massive overnight rally in Chinese equities that sent the SSEC and Shenzhen indices up ~287 and 218 bps, respectively. I absolutely love seeing items like this –…...
+65% in Five Weeks
Five weeks ago, on 10/8, we highlighted SYUT when it traded @ ~$5.75. We used the post to note the stock’s favorable fundamental and technical back-drops. Since then SYUT shares have ripped ~65% higher to ~$9.55. And to fathom, in…...
Fundamental Back Drop At All-Time Lows + Favorable Technical Set-up
Back on 8/1 we suggested mobile home manufacturers like SKY would begin working. That thesis was based on the following: SKY’s absolute performance (material decline) and relative performance vs. the SPX (material decline) mirrored the trading path of the decline…...
Onward & Upward for the Nikkei?
As of this morning the U.S.-traded Nikkei futures contract is breaking out from an ascending triangle pattern. This can be seen in the chart on the right. Such patterns tend to be bullish. And, while we suggested the potential for…...
Year 6
We’ve discussed the 4th/5th consecutive annual gain paradigm and analog incessantly over the past year. With the Dow up 18% YTD and a ~30 trading days left in the year, unless something shockingly exogenous occurs, 2013 is going to go…...
China Analog Update
We called for a major bottom in Chinese equities in early July, concurrent with Barron’s call for a renewed credit crisis in the region. Our call was simple and objective – at the time > 80% of the SSEC’s trailing…...
Historical Parallels of Current Cycle Beginning to Narrow
If there’s one unrelenting cycle paradigm we’ve used to think about the market for the past year it’s been the 4th/5th consecutive annual gain analog. The relevance of that historical paradigm for today’s cycle is the fact that 2012/2013 also…...
Heads Will Roll
Our first MSFT-centric post was 7/22. These were the two most important items of note in that bullish post: “…now is likely a very opportune time to begin adding to MSFT shares as they could very well be on their…...