Monthly Archives: March 2017

Showing articles 81 - 83 (83 total)

01Mar3:50 pmEST

Rolling with the Twists and Turns

The downright sloppy action in the small cap-dominated Russell 2000 Index seems like a distant memory today, with stocks surging virtually across the board and bulls making fools out of top-callers again.  To reiterate a point from morning blog post, there seems to be much ballyhoo regarding analyzing the macro, be it the economy, politics, or...

01Mar1:39 pmEST

The Problem is Not the Problem

“The problem is not the problem. The problem is your attitude about the problem” -Captain Jack Sparrow After a initial move down, healthcare IT firm Veeva Systems is clawing back with a purpose today. Without question, the broad market action is helping VEEV bulls.  But, pending today's close, buyers have done a noteworthy job of stepping into...

01Mar11:05 amEST

Pecking Away at Micro Versus Macro

It seems as though everyone has macro analysis about the market and economy these days. But when many are looking macro, perhaps it is correct to look micro.  Digging below the surface, the homebuilders as a group have been thriving, even before the Trump speech and today's gap up. We know the obvious plays are the likes of DHI and LEN. But...

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