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Thursday, January 24, 2013
Putting Apple's Decline in Perspective
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Apple's 10% decline today represents a $45B loss of market value, which is a larger amount than the market cap of 85% of the companies t...
Wednesday, January 23, 2013
Credit Spreads are not Confirming the VIX
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The VIX currently has a 12 handle and appears to be getting ready to break back down to levels not seen since before the financial crisis. ...
S&P 500 Unchanged Since 2000?
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The S&P 500 is just 10 points away from reclaiming the 1500 mark, a level it first hit nearly 13 years ago in March of 2000. The overal...
Tuesday, January 22, 2013
Traveler's Shares Outstanding
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TRV is up 2% today after reporting another strong quarter. Even though insurance stocks have done relatively well over the last year, Prope...
Pharma Spending vs. Approvals
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I came across this chart in a company presentation that I was watching today, which I thought was worth re-posting. It shows that despite a...
Friday, January 18, 2013
Mayan Apocalypse (Cross) Averted
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Circling back on a slightly ridiculous market indicator that we had been tracking here: not only was the Mayan Apocalypse averted back in De...
Thursday, January 17, 2013
Monetary Base So. Close. To Breaking. Out...
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The weekly update of the monetary base shows that QE is finally starting to show up on the Fed's balance sheet. The base is very close ...
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