Archive for March 2008
Investor sentiment and stock market return
Posted by: Michael Zhuang on: March 27, 2008
Investor sentiment is at its lowest since 1990 and second lowest since the American Association of Individual Investors (AAII) sentiment indicator began in 1987. On 2/7/08, the 8-week moving average bull/bear spread reached the low of -25% and has since hovered below -20%. What does it mean for investors that the bull/bear spread stands at [...]
Jim Cramer on Bear Stearns since last summer
Posted by: Michael Zhuang on: March 18, 2008
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6/22/2007 After Bear Stearns’ hedge funds blew up, Jim Cramer said on CNBC’s Stop Trading: Buy Bear Stearns! …fund problem won’t spill over. 8/3/2007 According to StreetInsider, Jim Cramer made comments about Bear Stearns, saying he thinks the company shouldn’t have held a conference call to put more bad news into the market … 2/11/2007 [...]
Best China investment: Taiwan
Posted by: Michael Zhuang on: March 10, 2008
Chinese stocks are hot. Taiwanese stocks are not. That’s about to change. Taiwan will hold its presidential election on March 22nd. Barring an extraordinary electoral surprise, Ying-jeou Ma, the candidate from the pro-business and less China-averse KMT will win the election. (Currently Ying-jeou Ma is leading with 63% in Taiwan’s political futures market.) The relationship [...]
Tracking the performance of Jim Cramer’s Jan 2007 stock picks
Posted by: Michael Zhuang on: March 6, 2008
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Jim Cramer: What I’m saying is that there are bargains right now, there are stocks right now that if you’re shrewd enough, you will be able to buy them at the opening today and you’ll make money in a year from now. It has been a year since Jim Cramer made his many picks in [...]
Retirement investment bookmarks
Posted by: Michael Zhuang on: March 2, 2008
Janice Revell of Money Magazine makes a good case that inflation is more of a threat to your retirement than a recession. Bob Klosterman asks if you are undermining your financial independence by overly risk-averse. James Hamilton writes scholarly about predicting recession and stagflation. Talking about inflation, we can’t ignore China’s role. Ebn Esterhuizen has [...]
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