pragmatic

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Latest blogosphere posts tagged “pragmatic”

  • How to Trade the Rest of the Year - Goldman Sachs


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Goldman is increasingly confident in the end of year rally . In fact, a recent piece of research says December could be one of the strongest months of 2009 (not an easy feat considering the year we’ve had). Like other bullish investors, they believe seasonality will be an important influence on year-end action: ...
    1 day ago
  • Truck Tonnage Reflects Slowness of Recovery


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Truck tonnage for September reflects the slow recovery in the real economy . The ATA reports: The American Trucking Associations’ advance seasonally adjusted (SA) For-Hire Truck Tonnage Index decreased 0.2 percent in October, following a 0.3 percent contraction in September. The latest decline lowered the ...
    1 day ago
  • PRAGMATIC INSIGHTS FROM THE EXPERTS


    OPTIMUM PERFORMANCE TECHNOLOGIESAuthority Authority: 143
    “People with a high level of personal mastery are acutely aware of their ignorance, their incompetence, and their growth areas.” ~ Peter Senge;
    1 day ago
  • Jeff Saut: The Rally Will Continue into Year End


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Jeff Saut, Chief Investment Strategist at Raymond James, is unwavering in his year-end rally beliefs. Like JP Morgan, the prescient strategist believes investment managers will continue to play catch-up and will subsequently buy any dips and chase the upside. In his latest missive Saut says: “we think the ...
    2 days ago
  • Todays Economic Data: Feeding the Markets Bipolarity


    SeekingAlpha.com: Home PageAuthority Authority: 652
    A mountain of data out this morning. The data was more or less in line with expectations, but investors are once again more focused on the dollar and the potential liquidity implications. Stocks recovered sharp overseas losses in early morning trade before tanking again, recovering again and tanking as I write. ...
    2 days ago
  • Can 2004 Teach Us Anything About 2010?


    SeekingAlpha.com: Home PageAuthority Authority: 652
    It’s easy for forecasters and amateur statisticians to draw future market conclusions based on select past performance. At every twist and turn of the credit crisis investors have compared and contrasted the current recession with those of the past. In a recent research report Goldman Sachs ( GS ) goes into the ...
    2 days ago
  • 5 Thoughts for Monday Markets


    SeekingAlpha.com: Home PageAuthority Authority: 652
    The latest and greatest Monday morning ramp is being attributed to weekend comments by James Bullard, President of the St. Louis Fed. He essentially retracted the implications of comments late last week by Trichet. The U.S. has no intention of sapping the system of its marvelous high. The intravenous drugs continue ...
    3 days ago
  • RSS Updates


    ProductMarketing.comAuthority Authority: 422
    Want to know about everything new at Pragmatic? Go to RSS Updates and choose one or all from: new Seminars scheduled new Articles posted new rants on Product Marketing Blog by Steve Johnson new posts on Launch Clinic Blog by Dave Daniels Wow! Everything. One place. Sweet.
    3 days ago
  • What Happens When the Government Stops Propping Up Housing?


    SeekingAlpha.com: Home PageAuthority Authority: 652
    As we all know by now, government spending and the Fed’s liquidity programs have provided a substantial boost to the economy. Some would argue that these government programs are simply delaying the inevitable and masking over the real problems in the system. According to Annaly Capital Management , these ...
    3 days ago
  • Preview of the U.S.s Future: Debt Burdened Nation?


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Really interesting data out of MU Investments Co this week. According to Hiroshi Mirokawa, a senior strategist at Tokyo based MU, investors are better off selling Japanese stocks and buying government bonds as government spending fails to lift the economy out of its deflationary troubles: Under Japan’s ...
    3 days ago
  • Insider Selling Soars with Rally


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Insider selling surged in the latest week from $960MM in sales to over $1.39B . Buying made a drastic improvement from $29MM to over $166MM. The improvement in buying is a positive sign, but the vast discrepancy in selling continues to overshadow the buying. Insiders are clearly viewing the run-up as a selling ...
    3 days ago
  • PRAGMATIC INSIGHTS FROM THE EXPERTS


    OPTIMUM PERFORMANCE TECHNOLOGIESAuthority Authority: 143
    "Insight is the beginning of perceptions to come rather than the extension of perceptions gone by... ... Insight is a breakthrough, requiring much intellectual dismantling and dislocation. It begins with a mental interim, with the cultivation of a feeling for the unfamiliar, unparalleled, incredible. It is in ...
    3 days ago
  • PRAGMATIC INSIGHTS FROM THE EXPERTS


    OPTIMUM PERFORMANCE TECHNOLOGIESAuthority Authority: 143
    "If you want to make more money, bring more value to the table. Think creatively. Solve problems. Add value. Become indispensable!" ~ Dr Michael Beitler , organisational change strategist & author of Strategic Organisational Change & Strategic Organisational Learning ;
    4 days ago
  • Is the Fed Blowing Bubbles? JPM on Asset Reflation Myths


    SeekingAlpha.com: Home PageAuthority Authority: 652
    JP Morgan was out with an excellent piece of research explaining (and defending) their opinions on many of the market myths that are currently swirling regarding the government’s response to the crisis and the reaction by various asset classes. Is the Fed blowing bubbles? Aren’t we repeating the problems of ...
    6 days ago
  • thankful. 11.20.09 Happy Birthday PinkGirl!!!!


    Pragmatic CompendiumAuthority Authority: 467
    I’m so thankful . . . For my daughter today on her 9th birthday!Today, I’m revisiting a Pragmatic Communion post I wrote about her because I’m SO VERY THANKFUL she is still has the sweet spirit and vivacious enthusiasm for life I described two years ago. Her enthusiasm for everything in life comes from [...]
    6 days ago
  • JP Morgan Bullish on the Short Dollar/Long Beta Trade


    SeekingAlpha.com: Home PageAuthority Authority: 652
    JP Morgan continues to favor the risk trade. They see the recovery continuing into 2010, jobs recovering and the reflation trade continuing to work well . Their outlook is little changed over the last few weeks. They see the short dollar/long beta trade performing well: • Fixed income: Open short in 2-year ...
    1 week ago
  • Traders Betting on 60%+ Rise in Silver


    SeekingAlpha.com: Home PageAuthority Authority: 652
    Today’s trade of the day brings you the silver trade. Some wildly bullish options activity was seen in sizable purchases of the Silver ETF ( SLV ). Investors expect as much of a 66% gain in silver prices over the coming two years. It would certainly be interesting to hear the macro landscape this investor assumes ...
    1 week ago
  • Better Off Since Lehman? Rosenberg Says No Way


    SeekingAlpha.com: Home PageAuthority Authority: 652
    A number of investment managers have referenced the vacuum between the current environment and the Lehman Bros. bankruptcy. Managers such as Jeff Saut believe that vacuum needs to be filled as conditions warrant a return to the pre-Lehman Bros environment . David Rosenberg laughs in the face of such comments and ...
    1 week ago
  • Housings Seasonal Weakness Taking Hold


    SeekingAlpha.com: Home PageAuthority Authority: 652
    As we’ve long been saying, negative seasonal trends appear to be taking a firm grasp on the housing market. Housing starts this morning were downright abysmal. Starts fell 10.6% in October and over 30% year over year. Econoday has the details : October’s 0.529 million unit pace of new home groundbreaking ...
    1 week ago
  • What Are the Best Hedge Funds Buying Now?


    SeekingAlpha.com: Home PageAuthority Authority: 652
    It’s 13-f season and many of the largest and best hedge funds are out with their holdings for the quarter ending September 30, 2009 ( see the 50 most powerful hedge funds here ). Although many of these positions may have changed since the filing date, it’s always useful to review these filings to glean any ...
    1 week ago

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