Author: Andrew Horowitz

Canceling Oil Speculation

Here is a shot in the back to all of these that traded and profited from the speculative run up in oil. I know what you are thinking…. “What speculative run-up? I thought they said it was supply driven!”

Just posted on Bloomberg: — OPEC and 13 Asian countries may call...

Read More

Report: S&P Sector Performance

Here is a detailed look at the performance for   the S&P 500 and the underlying sectors. It is amazing to see so many green in only 6 or 7 weeks. An amazing change of direction….

Click to download (pdf)

Read More

Links and Reading for April 23rd

Some of the more interesting and important items for April 23rd :

Outlook for Home Prices Clouded by Spat Over Historical Trends – Cat fight!
Cuomo Urges Probe Of BofA Deal Pressure – This guy Cuomo is on fire! Reminds me of Mr. Spitzer a bit.
Pound Weakens Versus Dollar, Yen...

Read More

TrimTabs: Pulling Out the $

It is hard to believe that over the past two weeks money has been pouring out of funds. Where is the buying coming from then? Perhaps we should ask the quant funds and the re-balancing act by the mutual funds ( 3pm-4pm inquiries not allowed)
TrimTabs Estimates All Equity Mutual...

Read More