Thursday, August 22, 2013

Talking Head Alert: Bloomberg Radio today

Today's appearance on "Taking Stock with Pimm Fox and Carol Massar" (4:15 to 4:45 PM eastern) will provide the opportunity to share with listeners what Pimm and I heard at the New York Society of Security Analysts' "Market Forecast" luncheon of August 8th. The event covered a wide range of important topics - economic, financial markets (both equity and fixed income), and currencies - with six excellent experts: Marc Chandler, Don Rissmiller, Alec Young, Tom McManus, Thomas Lee, and Jonathan Mackay.

In today's radio segment two central areas will be explored: What were the points of view expressed? Based on their questions to the panelists, what were the attendees areas of interest?

Discussing the first area is obvious - what did the six experts say and why? The second area, what was on the minds of attendees, is less obvious but no less important as it reveals the mindset of investors (primarily professional investors). While anecdotal on its own, it is insightful when compared with similar such events conducted throughout the US this year.

Having produced and conducted such events since 1998, I can assure you that everyone involved - panelists and attendees - has found the time well spent.

Note: I will also give my take on market related matters, including why Obama will pick Summers as the next Fed chair plus what alpha males, short term market momentum players, and overconfidence have to do with each other.

If spending your time in a productive manner is high on your list, consider tuning in today at 4:15 PM (eastern) via radio, app, or here.

Thursday, August 15, 2013

Homebuilders - Pause That Refreshes or Trend Change?

Curious little item: Associated Press notes that "Confidence among U.S. homebuilders is at its highest level in nearly eight years, fueled by optimism that demand for new homes will drive sales growth into next year." Sounds good. Then why has the homebuilders sector fund, XHB, been faltering of late?

Too early to say whether it's either the pause that refreshes or the beginning of a trend change, but it is always worth noting when price action does not match the story - especially when the price action appears to be in the process of building a top or bottom.

To learn more about Blue Marble Research Advisory services and its integrated approach to investment strategy and decision-making, click here.

Monday, August 5, 2013

NYSSA Market Forecast: Thursday, August 8, 2013

This Thursday, August 8, The New York Society of Security Analysts will conduct its latest "Market Forecast" luncheon. Featured speakers are Tom McManus, Thomas Lee, Don Rissmiller, Alec Young, Marc Chandler, and Jonathan Mackay.

Bloomberg's Pimm Fox will conduct the special interview segment. Yours truly moderates the panel discussion. A spirited discussion and debate regarding the trends and themes impacting today's markets and economy will ensue. Insights will be gained. And actionable ideas will be rendered.

Then again, one could choose not to attend and continue to digest what they already know.

For details and to register, click here.