The Money Runner
Before the Bell – AAPL, China Update, Minimum Wage, the ACA, Jobs, Volker Rule
Apple (AAPL) – The chart is certainly looking like the Apple of old. After several years of negotiations Apple finally cut a deal with China Mobile. This has been rumored for some time and part of the reason Steve Mulonovich from UBS upgraded the stock recently. Apple is in the Alpha Select portfolio. Despite having […]
Every Bull Market Feels Like a Bubble
During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]
Buy the Dip or Back to the Bunker?
Buy the Dip has been a rallying cry for talking heads for most of 2013. It always sounds smart and exactly what the Doctor ordered until it actually happens. Suddenly the talking heads turn bearish and the buyable dip feels like the beginning of a correction forcing us back to the bunker. I succumb to the same […]
