The Latest

• On Bill Miller and the Mutual Fund Industry…
  Posted by ppearlman on November 17th, 2011 at 12:44 pm, Comments: 0

  Mutual funds remind me of AOL dial up… A dwindling collection of old people who don’t know better contributing monthly to a comically inferior product.. [...]

• The Markets and The Deep Layer of Chronic Diffuse Anxiety
  Posted by ppearlman on November 16th, 2011 at 4:02 pm, Comments: 0

  Anxiety is extraordinarily complex and there are many layers to it. With surface anxiety, there are specific things we worry about of which we are [...]

• Mama Mia! Domino’s Pizza vs Italy: The Pairs Trade of the Year?
  Posted by ppearlman on November 12th, 2011 at 8:04 am, Comments: 0

  Mama Mia! One of the best pairs trades of the year has been Domino’s Pizza long Italy short. As of Friday’s close, $DPZ has risen [...]

• Thriving In A Tough Tape I: Staying Healthy
  Posted by ppearlman on November 11th, 2011 at 8:59 am, Comments: 0

  This is the first part in a series of posts that will focus on thriving in a tough tape. 2011 has been a tough year [...]

• Apple and the Genius Premium
  Posted by ppearlman on November 10th, 2011 at 11:12 am, Comments: 0

  I’m not sure if it is too soon after Steve Jobs’ death to write this post but I’ve been thinking through it for a while [...]

• Getting Long Intel into Yesterday’s Big Sell Off
  Posted by ppearlman on November 10th, 2011 at 6:53 am, Comments: 0

  A few weeks back, I wrote a post called Getting Bullish Intel in which I began to lay out a thesis for my bullishness on [...]

• Funny: Triumph the Insult Comic Dog Visits OWS
  Posted by ppearlman on November 4th, 2011 at 3:14 pm, Comments: 0

  Here’s the version of Conan’s “Triumph Visits Occupy Wall Street” that has not been taken down off the internet (yet).  

• The “Best Six Months of the Year” Begins Tomorrow
  Posted by ppearlman on October 31st, 2011 at 3:32 pm, Comments: 0

  If you sold in May and went away, kudos to you market timer man because, even after the October rally, you took profits 760 Dow [...]

• Price and Earnings Momentum Like Rhythm and Melody (Stamps.com Inc.)
  Posted by ppearlman on October 29th, 2011 at 12:50 pm, Comments: 0

  Price and earnings momentum go together like rhythm and melody. Some of the best stocks you will ever find have a combination of both and [...]