Mr. Market Has Best Buy's Number (RealMoney Silver $)
I am getting bad feedback on my Best Buy (BBY) channel checks.~But the market, judging by Best Buy's share schmeissing, seems to have already figured it out!
08:52AM 02/10/10
Greece Is the Word (RealMoney Silver $)
The fiscal problems facing Greece will likely be bandaged over the next few months.~The aftershock and deleveraging from the last credit cycle, however, will have a long tail.~Another bull leg could be difficult to achieve.
07:56AM 02/10/10
Disney Delivers (RealMoney Silver $)
Quick read: Disney (DIS) is good on all metrics.
04:07PM 02/09/10
Watch the Market Closely Now (RealMoney Silver $)
The Wall Street Journal reports that both Germany and the E.U. are considering a loan-stabilization plan for Greece.~My guess is that the market doesn't rally with this news, auguring for another down leg of minor significance.
02:59PM 02/09/10
Shorting SPY Calls (RealMoney Silver $)
I am shorting SPDR (SPY) February 107 calls now.
02:46PM 02/09/10
Favorite Long and Short (RealMoney Silver $)
Favorite long: Altisource Portfolio Solutions (ASPS).~Favorite short: Fastenal (FAST).
02:41PM 02/09/10
Back to Market-Neutral (RealMoney Silver $)
Some headwinds will restrict the upside for equities in the near term.
02:32PM 02/09/10
Mr. Market's Renewed Amnesia (RealMoney Silver $)
We are back to a market without memory from day to day.~I would maintain below-average positions -- both long and short!
01:10PM 02/09/10


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