Recession Stocks Still Clean Up Nicely (RealMoney.com $)
If you can eat it, smoke it, drink with it or wash with it, the stock is working right now.
12:02PM 09/05/08
The Absurd Oil-Tech Trade Still Lives (RealMoney.com $)
We need to break this irrational pattern of tech trading inversely with oil.
04:16PM 08/26/08
See Through the Gloom (RealMoney.com $)
Lots of terrific stocks are on sale here.
02:37PM 08/25/08
Nasdaq Holds a Summer Sale (RealMoney.com $)
It's not a debacle for tech stocks -- it's an opportunity to scale in.
04:35PM 08/18/08
Analyst Upgrades Will Fuel the RIMM Fire (RealMoney.com $)
This one's going a lot higher.
03:25PM 08/14/08
Tech Can Do No Wrong (RealMoney.com $)
Investors are embracing the newly rosy picture.
11:14AM 08/13/08
Tech's Fall Run Begins Early (RealMoney.com $)
I see lots to like in this environment.
01:00PM 08/08/08
Lighten Up While the Market Head Fakes (RealMoney.com $)
The rally in commodity and farm stocks could quickly lose steam.
Related Topics: Fundamental Analysis
04:43PM 08/06/08
Catch up on his thinking on the hottest topics of the past week.
10:00AM 08/02/08
My Post-Employment Data Take (RealMoney.com $)
Those who want this market down will have to work their magic in the afternoon when everyone's in the Hamptons.
09:15AM 08/01/08
Commodities Move Diminishes Stagflation Woes (RealMoney.com $)
The case for stagflation is diminished with natural gas at $8, oil at $120 and gold below $900. And that's good for high-multiple stock buys.
10:18AM 07/30/08
Apple Can't Shake the Gloom (RealMoney.com $)
Debunking rumors about Jobs' health won't be enough - investors await the next business catalyst.
02:08PM 07/28/08
Gasoline Plunge Puts Funds in a Big Squeeze (RealMoney.com $)
The very stocks that had been most heavily shorted are rallying the hardest.
11:47AM 07/23/08
Genentech Bid Confirms the Trend (RealMoney.com $)
The biotechs look sweet in a bank-led slowdown.
07:00AM 07/21/08
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