End of Week/Month/Quarter Contemplations
This is the latest installment in my efforts to highlight some of the interesting posts I have recently run across – so you won’t have to go chasing them down yourself. This week’s links have more of a fundamental flavor than usual, but I wouldn’t necessarily read anything into that…
- Yaser Anwar interviews Michael Mauboussin, the author of one of my favorite investment books, More Than You Know: Finding Financial Wisdom in Unconventional Places (note to self, I need to publish a recommended reading list one of these days)
- Paul Kedrosky reminds us that we are in a six year bull market for art – or is it a bubble?
- Sheldon McIntyre at Profiling Leadership notes that the PCVXO is flashing a buy for the first time since June 2006 (I will weigh in on the PCVXO and similar constructions in the near future)
- Jeff Matthews recounts stunned analyst Michael Alberman of Credit Suisse going speechless over the announcement of a $389,000 annual price tag for treatments with Alexion's new 'super orphan' drug, Soliris (so much for that new Lamborghini Murcielago LP640...)
- Michael Shedlock gets under the hood in a debate about whether the Fed is ‘pumping money'
- Am I the only one thinking what Andy Swan is thinking: that now is the time is get massively short on AAPL?
- Finally, this week I wish to make special mention of three blogs that should be required reading for everyone who is serious about improving their trading, with a particular emphasis on psychology:
5 comments:
Bill, re: Apple
Earlier in the week an analyst commented that iPod sales were running below plan. plus, not quite a double top but close enough with that failure re test the jan. highs.
hi bill..
re: aapl.
lots of stuff hitting the newswire re: the Beatles being sold on iTunes.
just in case u have a POS..
i know this doesnt work. i will learn bb code.
http://money.cnn.com/2007/04/01/technology/itunes_beatles.reut/index.htm?source=yahoo_quote
luv
diva
diva test:
apple article
Thanks for the comments/warnings about AAPL. I will wait to see if it tests the 52 week high before I pull the trigger.
As an aside, do today's teenagers know/care who the Beatles are?
"do today's teenagers know/care who the Beatles are?"
the Beatles are timeless.
i have to say i wasn't into the Beatles growing up but i have a younger cousin that was completely nuts over them (had 2 much older brothers)
i think the older i get the more i appreciate how ahead of their time and how truly talented they truly were.
i do think if the beatles/itunes news happens, the stock will react.
paperback writer......
that's one of my favs. xoxo
bi bill
diva aka valerie
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