Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
Come Watch Me Lose Money And Feel Better About Yourself

Come Watch Me Lose Money And Feel Better About Yourself

...because isn't that how it works? A little schadenfreude can go a long way. Well today is your lucky day. I am laying out an earnings trade in which I will almost certainly flush my hard earned money down the toilet, all in real-time for your viewing pleasure. Let's...

Morgan Stanley Does It Again

Morgan Stanley Does It Again

$MS Beats Profit And Revenue Estimates (MarketWatch) UK Outlines Plans To Exit The European Union (The Street) Noble Energy Acquires Clayton Williams For Huge Premium (IBC) Musk's SpaceX Launches Rocket, First Since Explosion On Launchpad (NYT) Headed For A Stock...

Martin Luther King Jr. Day 2017

Martin Luther King Jr. Day 2017

MLK Jr. Day Provides A Time To Reflect (Post Gazette) Investors Bracing For A Massive Market Selloff (MarketWatch) Davos Meeting (Reuters) Systems Say We Boil Shorts Into The Inauguration (Raul iBC) These 8 Men Are Worth More Than 3.6 Billion People Combined (CNN...

Let’s Have A Little Talk, Shall We?

Let’s Have A Little Talk, Shall We?

 Inevitably, when we wake up to a pullback in the stock market such as we have today, fear sets in. After months of near uninterrupted gains you login to see your account balances dip, and your mind starts to race as you figure out how you are going to explain to your...

Beware Of The “Trump Dump”

Beware Of The “Trump Dump”

Dow Futures Descend As Analysts Question Trump Rally (MarketWatch) Senate Approves Measure To Start Repeal Of Obamacare (Reuters) Reduce Risk And Invest In Emerging Markets - El Erian (CNBC) CIO of 490 Billion Dollar Fund On Guaranteed Losing Approach to...

Updated Biotech Trade Using $XBI

Updated Biotech Trade Using $XBI

Back on November 16th of last year, I introduced you to a sentiment chart that hangs above my desk, taken from Justin Mamis's "The Nature of Risk." In that, I speculated that the $XBI ETF had entered the "Aversion" Stage of its cycle. You can read that post here: $XBI...

Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
Come Watch Me Lose Money And Feel Better About Yourself

Come Watch Me Lose Money And Feel Better About Yourself

...because isn't that how it works? A little schadenfreude can go a long way. Well today is your lucky day. I am laying out an earnings trade in which I will almost certainly flush my hard earned money down the toilet, all in real-time for your viewing pleasure. Let's...

Morgan Stanley Does It Again

Morgan Stanley Does It Again

$MS Beats Profit And Revenue Estimates (MarketWatch) UK Outlines Plans To Exit The European Union (The Street) Noble Energy Acquires Clayton Williams For Huge Premium (IBC) Musk's SpaceX Launches Rocket, First Since Explosion On Launchpad (NYT) Headed For A Stock...

Martin Luther King Jr. Day 2017

Martin Luther King Jr. Day 2017

MLK Jr. Day Provides A Time To Reflect (Post Gazette) Investors Bracing For A Massive Market Selloff (MarketWatch) Davos Meeting (Reuters) Systems Say We Boil Shorts Into The Inauguration (Raul iBC) These 8 Men Are Worth More Than 3.6 Billion People Combined (CNN...

Let’s Have A Little Talk, Shall We?

Let’s Have A Little Talk, Shall We?

 Inevitably, when we wake up to a pullback in the stock market such as we have today, fear sets in. After months of near uninterrupted gains you login to see your account balances dip, and your mind starts to race as you figure out how you are going to explain to your...

Beware Of The “Trump Dump”

Beware Of The “Trump Dump”

Dow Futures Descend As Analysts Question Trump Rally (MarketWatch) Senate Approves Measure To Start Repeal Of Obamacare (Reuters) Reduce Risk And Invest In Emerging Markets - El Erian (CNBC) CIO of 490 Billion Dollar Fund On Guaranteed Losing Approach to...

Updated Biotech Trade Using $XBI

Updated Biotech Trade Using $XBI

Back on November 16th of last year, I introduced you to a sentiment chart that hangs above my desk, taken from Justin Mamis's "The Nature of Risk." In that, I speculated that the $XBI ETF had entered the "Aversion" Stage of its cycle. You can read that post here: $XBI...