MSFT Attractive vs. AAPL
I’ve beat the tune of the bullish MSFT drums on this site dating back to 2013. Most recently I suggested a spread trade b/t it on the long side and an INTC short on 1/9/16 in this post using this…...
The Federal Reserve’s Epochal Bubble-Creating, Cycle-Breaking Abilities
The Nasdaq reached a new all-time high in late-2014, surpassing the previous one it put in place in the early 2000s at the height of the tech bubble. This successful reclamation project was quite a feat – in accomplishing it…...
Has Russia Signaled the end of the Global Emerging Market Bear Cycle?
Over and over we have used the DJI over the course of 1904-1914 as an analogy to emerging markets (via EEM as a proxy) from 2004-current. Conversely, we’ve belabored the idea that 1937 and/or 1974 are the best analogies for…...