Monday, January 25, 2010

The Kirk Report

The Kirk Report


Business As Usual

Posted: 25 Jan 2010 10:21 AM PST

Bull & Bears
  • Fasten your seat belt (DashOfInsight)

  • The importance of staying objective (CSSAnalytics)

  • Bull & bear wish list for this week (UpsideTrader)

  • In spite of sell the news reactions, earnings beat rate now at 70% (Bespoke)

  • Bear market rally is being terminated (xTrends)

  • Finally a breakdown (DecisionPoint)

  • A 10% correction would be good (StockBee)

  • One thing is indisputable: the rally in financial markets has outpaced the fundamentals (Oaktree)

  • S&P's weekly analysis (TCP)

  • Internals lead externals (xTrends)

  • It all comes down to defense (StockCharts)

  • How do you spell W? (MacroMan)

  • This market will recovery sooner rather than later - but in the meantime run for cover (TradeRader)

  • The road to recovery? (Dshort)

  • A time for short selling? (AlanFarley)

  • Getting technical (Dshort)

  • Catching falling knives is dangerous (ImpatientTrader)

  • The playing field shifts to the downside in badly oversold market (HGS)

  • Why professionals get caught at the top (InVivoAnalytics)

  • Is this the start of a bearish trend? Probably not. (Barrons)

  • If you are looking for a bounce (Chartly)

  • At every major market turn, this indicator tends to be short-term overbought & oversold at first (Chartly)

  • The Monday bull market (Bespoke)

  • Enough already with the Mondays (MarketSci)

  • Holy VIX spike, Part II (DailyOptionsReport)

  • A VIX Bubble? (Bloomberg)

  • Indicators now being watched (Afraid To Trade)

  • Trendus intactus, at least for now (JesseCafe)

  • IBD has officially changed their market outlook (PragCap)

  • Longing for Shorts (BarelKarsan)

  • Richard Russell isn't buying the bull market talk (PragCap)

  • Stock market's January slid a bad omen (InvestmentNews)

  • Second years of Presidential terms aren't always bad for stocks (MarkHulbert)

  • The week in preview: all eyes on tech earnings (BloggingStocks)

  • Small business confidence jumps in January (Discover)

  • Obama readies package of middle class aid (WhiteHouse)

  • Thoughts on the end game (JohnMauldin)

  • 20 reasons why we're doomed (EconomicCollapse)

  • More fun with quiety revised numbers (ETFFool)

  • Obama's bank proposal is doomed (YF)

  • The market isn't overreacting to Obama (MeredithWhitney)

  • 5 reasons to worry the Volcker Rule may just be hype (SeekingAlpha)

  • Will new rules tame the Wall Street tiger? (WSJ)

  • A blueprint for financial reform (Hussman)

  • For the Volcker rule to work, regulators need Wall Street salaries (Clusterstock)

  • Analysts react to the Volcker rule (FT)

  • Geithner's lifelong love of bailouts (NYP)

  • SEC proposes very limited reintroduction of uptick rule (NakedCapitalism)

  • The size and power of the state is growing, and discontent is on the rise (Economist)

  • Populist ire softens ahead of Bernanke confirmation vote (WP)

  • Charting the odds of Bernanke's reappointment (inTrade)

  • Finding Bernanke replacements (24/7WallSt)

  • The Fed's raging conflicts of interest (JrDeputyAccountant)

  • Why are 86% of the NY Fed's MBS purchases occuring on option expiration weeks? (JesseCafe)

  • Stakes are high as government plans exit from mortgage markets (WP)

  • The great 18 year housing cycle (SteveHanke)

  • Why is the mortgage default rate so low? (NYT)

  • 7 things about the economy everyone should be worried about (Huffington)

  • The downturns changes how business executives think about their business (WSJ)

  • Money funds in a spiral (BondBuyer)

  • Another look into the dollar rally (Tischendorf)

  • The end of the dollar bear market is pretty close (Pimco)

  • Another look at the U.S. debt burden (NYT)

  • The bill for the Senate's healthcare bill (CFO)

  • Plenty of commodities outperforming gold (TheStar)

  • Five reasons gold is the next bubble to burst (Investopedia)

  • The most hazardous countries for business (Maplecroft)

  • Investment strategists are cutting recommendations on India at a record pace (Bloomberg)

  • U.K. races to bottom of economies for investors in global poll (Bloomberg)

  • Another warning sign: China-based Singapore-listed firms rapidly collapsing (Clusterstock)

  • Look to Japan for investing with less risk (DashOfInsight)

  • 10 stocks Dorfman wouldn't touch with a 10 foot pole (Bloomberg)

  • 5 undervalued stocks to watch (ValueExpectations)

  • Buffett lets public down again (Reuters)

  • What to expect from Apple's tablet unveiling (Wired)

  • Taking a look at Core Mark (ValueExpectations)

  • The hype surrounding Netlist (TheStreet)

  • Sector & stock performance since 1/19 (Bespoke)

  • Asset class returns year-to-date (EconomicData)

  • The top 10 industries that give big bucks to Congress (CarpeDiem)

  • No one trades the market. What you really trade are your beliefs about the market (VanTharp)

  • How to listen to stock analysts (Falkenblog)

  • Great companies do not always make great investments (ValueExpectations)

  • Nothing in life is foolproof and that includes chart reading (TraderPlanet)

  • Using an initial stop setting (Trader'sLibrary)

  • What really drives stock gains? (GuruInvestor)

  • A few brief moving average studies (Trader'sNarrative)

  • Leverage kills (Aleph)

  • Why most people fail at investing (TheDividendGuy)

  • 5 more don'ts for investors (BarelKarsan)

  • See what you are really paying in 401k fees (ChristianPF)

  • Seven surprising ETF trading stats (ETFdb)

  • Exchange traded funds are a low-cost way to build portfolio (USAToday)

  • Schwab offers ETF portfolios (ETFdb)

  • Unloved 2009 ETFs may become 2010 superstar ETFs (ETFexpert)

  • The 7 most anticipated new ETFs of 2010 (ETFdb)

  • How to find the right Dividend ETF (ETFdb)

  • Where to find affordable health insurance for the self-employed (ChristianPF)

  • Study names unfair credit card companies (SMH)

  • Credit-card issuers find creative ways to skirt new law (MarketWatch)

  • What are the real risks of proprietary trading? (WSJ)

  • 10 financial websites to ignore in 2010 (TimSykes)

  • A look at the inspiration for the names behind today's most popular products (ABC)

  • Maybe a little obsessive compulsive behavior is a good thing (SteadfastFinances)

  • How accountability works (SixDisciplines)

  • Top 10 ways to spend a Goldman Sachs bonus (CSM)

  • "All I ask of you is one thing: please don't be cynical. I hate cynicism - it's my least favorite quality and it doesn't lead anywhere. Nobody in life gets exactly what they thought they were going to get. But if you work really hard and you're kind, amazing things will happen." - Conan O'Brien

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