Credit Bubble Stocks

From Mr. Technology Investor : "We respond to a squirrelly market by sitting pat — tough it out. Maybe sell a little and raise more c...

A correspondent writes in, My good friend CP and I spend a great deal of time discussing the problem that we share as two cynical contrari...

A rare, profound essay on Zero Hedge : "The role of financial markets is to evaluate in real time the marginal return on capital of d...

Example : For example, if the CEO of Yelp, Jeremy Stoppelman, went on Shark Tank and asked Mr. Wonderful for a bridge loan, Mr. Wonderful ...

There is a guy whose investment commentary I follow, call him Mr. Upper East Side. A baby boomer entrepreneur who sold his company for ~ eig...

As you know, I think that momentum investing is totally idiotic. Reading a paper called "Managing the Risk of Momentum," which ac...

From the comments : The value "cult" proposes buying $1 of value for less than $1. If you are in fact buying $1 of value, you hav...

There are so many trend following and momentum strategies out there that when the fire alarm is rung they cannot all fit out the door at th...

Monster Worldwide (MWW) was another high flying momentum stock that had doubled since August. Monster shares tumble 25% on weak outlook.