2009-08-25 07:02
Note: Market here refers to S&P 500.Came across this David Tice interview, courtesy Pragcap. While the interview was standard David Tice fare, there was this quote from Bob Janjuah which… Read More
Blog Directory > Finance Blogs > Investing Blogs > Fundamental Insights and Ideas investing Blog >
Fundamental Insights And Ideas Blog
financialjoyride.blogspot.com
Tags:
market
interview
health care
tobias levkovich
bubble talk
real gdp
american mortgage
consumer spending
american mortgage holders
financial blogosphere
Blog about stock markets, trading, macroeconomic trends, Indian economy, technology, using fundamental and technical analysis. Currency trading, gold, ETF, and investment ideas
2009-08-25 06:05
It’s been a while since I posted on market predictions from the financial gurus. This might be a critical time, with a few commentators warning that markets could b… Read More
2009-08-24 18:44
In the final phases of a bubble’s blowoff, the talk of new paradigms and global tectonic shifts comes into vogue. One hallmark of the emerging markets mania back in 2007 was the bubble… Read More
2009-08-22 09:22
Just wanted to share with my readers that I cleared my CFA Level 3 exam this week. It took me 18 months to clear all 3 levels… The blogosphere certainly made this look easy.I’ve… Read More
2009-08-20 08:27
Last week I posted a link to CNBC interviews by Tobias Levkovich. He alluded to the fact that over the last 30 years, all growth in consumer expenditure as a percentage of GDP had come from… Read More
2009-08-18 09:03
A brief summary of what I've been reading this past week :The Confidence Game by Kenneth Rogof : Asia may be willing to sponsor the west for now, but not in perpetuity. Eventually Asia will… Read More
2009-08-14 09:02
As far as investment bank strategists go, I actually enjoy listening to Tobias Levkovich. I had written about him more than a year back here, where he argued for a W-shaped downturn, a colla… Read More
2009-08-12 10:07
Interesting report out from Karen Weaver, Deutsche Bank, arguing that the percentage of owners with negative equity would double by 2011. Most of the information should be familiar to the re… Read More
2009-08-10 18:28
Fundamental Insights is proud to host the 153rd edition of the Festival of Stocks. The Festival of Stocks is a blog carnival dedicated to highlighting bloggers’ best articles on stock… Read More
2009-08-10 10:31
With markets going higher week after week, looks like we’re back in Wonderland.. Even Roubini is bullish!Here are the reading links for this week:The sick fight over health care: (Grea… Read More
2009-08-09 23:30
I had written about key Fibonacci levels in a post about a week ago. Turns out Fibonacci has really been in the news for retracement levels this week. While the absolute numbers might differ… Read More
2009-08-05 11:02
From the article What Next US Banks :Total credit losses on US-originated debt from mid-2007 through the end of 2010 will probably be in the range of $2.5 trillion to $3 trillion, given the… Read More
2009-08-04 21:22
While the markets are overbought and due for a pullback, here are the reading links for this week:Predicting how high the S&P500 can go (video) The myth behind high GDP growth and Emergi… Read More
2009-08-04 21:14
Caught this really interesting interview of Louise Yamada the other day. The interview doesn't start till about 32 minutes into the program.If you remember her earlier interviews, the Queen… Read More
2009-08-04 20:04
So I came across this chart from Gigaom which shows operating margins for the handset manufacturers. I think we may be closer to a shakeout than we may realize. (Think 12 months. )It’s… Read More
2009-08-04 19:55
It’s been a while since I posted anything using technical analysis. Back in early April, I had written about the 50 day 200 day Moving Average crossover in the Shanghai Stock market. I… Read More
2009-08-04 08:28
Purple haze all in my brainLately things just dont seem the sameActin funny, but I dont know whyscuse me while I kiss the skyJimi Hendrix and Purple Haze might conjure up images of pot smoki… Read More
2009-08-04 08:27
Came across this really interesting presentation on liquidity risk in the financial markets (it's dated but still good). These 3 last slides jumped out:Interestingly, the blow up in the cred… Read More
2009-08-04 08:24
Jeremy Grantham just came out with his latest investment newsletter. These 2 charts best quantify the speculative nature of the latest rally:Read the full thing here:Grantham GMO July 2009 Read More
2009-08-04 07:59
Another week. Another set of great reading news links. Here’s a sneak preview:Why Diversification Results In Mediocrity7 Reasons Why Housing Isn’t Bottoming YetEarnings back to 1… Read More
2009-07-23 07:42
Updated the website with significant enhancements. Thanks for the feedbackand suggestions! Please do check it out and let me know how you like it! Suggestions are always welcome.As far as th… Read More
2006-06-07 11:16
Came across this article by Ajay Shah for the Financial Express. Here's an excerpt.Vix has, since, come down quite sharply. While this is still higher than the pre-crisis period, the halving… Read More
2006-06-07 11:16
Sorry for the extended hiatus. Always tough catching up after a long Labor Day vacation. Came across this excellent Meredith Whitney interview on CNBC. If she’s right on real… Read More
2006-06-07 11:16
One of the most popular passages from the book Black Swan by Nassim Taleb has a chart illustrating the growth of a turkey. (I presume it’s popular because Taleb often talks about this)… Read More
2006-06-07 11:16
I’ve been thinking of doing or highlighting a thoughtful piece every Friday. So here’s a start!Vitaliy Katsenelson recently came out with a postscript to his excellent book, Acti… Read More
Subscribe to Fundamental Insights And Ideas
Get updates delivered right to your inbox!