If Wall Street Journal columnist Rolfe Winkler is right, then investors seeking “safety” could be on the verge of losing billions of dollars.
“Mr. Einhorn’s move might be the clearest signal yet that the bull market in fixed-income and high-yielding securities is well into bubble territory,” writes Winkler.
To me, the fixed-income marketplace appears to be overheating. There certainly could be more upside, but I see four distinct areas more »
Does 2013 hold a major market rally, or a steep market selloff? Whether the markets shoot up or drop down, here are four trades I will be watching for in 2013.
Go long Apple
In my post “Amazon’s 2 Key Strengths,” I covered two aspects fundamental to Amazon’s (NASDAQ: AMZN) success – the company’s ability to obtain “sticky” relationships with its customers, and Amazon’s prowess when entering new markets.
In this post, I have identified two major weaknesses of Amazon’s business models: the company’s razor-thin margins, and its selection of competitive markets.
Amazon operates on slim margins more »
A friend of mine is a Volvo connoisseur. He can tell you the problem behind a nasty sound, can tell you when your engine and transmission will likely fail depending on the year, and knows how much it costs to replace those annoying little lights in the dashboard that have a tendency to go out (it’s up to $600, mostly labor for pulling out the entire steering wheel).
He more »