87th Street Capital

MF Global: Exploitation of a loophole between UK and U.S. brokerage rules on the use of clients funds known as “re-hypothecation”

87thstreetcapital — Fri, 09 Dec 2011 04:56:45 +0000

Dr. Black’s interview starts around the 6:20 mark

*Reuters has been following MF Global’s meltdown closely and this article is highly recommended.

DJIA in Ounces of Gold

87thstreetcapital — Sat, 19 Nov 2011 19:02:10 +0000

This chart gives a possible direction for the future movement of the ‘barbaric relic’. Looks like we have some room to continue gold’s 10+ year bull run.

Bear Market Update

87thstreetcapital — Sun, 30 Oct 2011 18:27:02 +0000

Bear Markets since 1899

87thstreetcapital — Sun, 30 Oct 2011 18:24:25 +0000

Homebuilders now outperforming Apple

87thstreetcapital — Sun, 30 Oct 2011 18:21:58 +0000

Negative Sentiment = Higher Equity Prices

87thstreetcapital — Sat, 09 Jul 2011 03:24:27 +0000

A note from Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, highlights the negative sentiment that is persisting in the economy. She cites a little known fact showing that negative consumer sentiment is actually very good for equities:

As you can see in the chart below, the Conference Board’s measure of Consumer Confidence hit an all-time low in March of 2009. It has since risen, but the latest dip puts it back in extreme pessimism territory—a territory in which it’s resided less than 15% of the time.”

Income, Corporate and Capital Gains Tax

87thstreetcapital — Wed, 22 Jun 2011 16:26:03 +0000

Federal Spending

87thstreetcapital — Wed, 25 May 2011 22:10:05 +0000

Wonderful Chart from Deutsche Bank

Sell in May

87thstreetcapital — Sun, 08 May 2011 18:45:53 +0000

Long Term Interest Rates

87thstreetcapital — Sun, 08 May 2011 16:29:00 +0000