Time to be greedy: Tapestry is nearing its lowest level in a decade

(Photo credit: Mike Mozart) For investors used to follow this stock, it might seem unbelievable, but the share price of the home company for the Coach brand is nearing its decade lows. Graph 1 – Tapestry stock price (2009 to present) (source: Yahoo Finance) For those keeping track of the company’s affairs, it seems both… Read More Time to be greedy: Tapestry is nearing its lowest level in a decade

Algos and ETFs might give stock pickers a new life

Summary Algos and ETFs became a significant part of the market infrastructure. That has changed the market rhythm, and it has amplified certain behaviors. Those changes might be the opening that stock pickers needed to be back on the action. Picture: DocChewbacca Algorithms have been responsible for changing the market rhythm. We have become accustomed… Read More Algos and ETFs might give stock pickers a new life

We Are Heading Into Another Minsky Moment

Summary Stability is perceived as something positive in financial markets. However, too much stability breeds complacency and risk leveraging, which results in instability. We are headed to one of those rollercoaster moments.   Most people think that financial stability is good. Actually, stability is bad for financial markets. Long periods of stability tend to provoke… Read More We Are Heading Into Another Minsky Moment

Alibaba: The Christmas rout brought a risk/reward gift for bold investors

China is still one of the fastest growing economies in the world. Even the weakness provoked crackdown on debt should be a long-term positive. E-commerce is still one of the most disruptive sectors in world’s economy, and Alibaba is a giant in this space. The current market rout has brought a severe price decline, and… Read More Alibaba: The Christmas rout brought a risk/reward gift for bold investors