All The Reformed Broker
Apple stock slumps. What's behind the slide?Brown explores the theories behind last week's drop in Apple stock prices. Apple continues to knock down everything in its path, Brown writes, leveling Stock Market City.
Focus on what the market is doing, not whyFocusing on stock market action and fundamentals is probably a better bet right now than seeking explanations, Brown writes.
Behind the rallyWhen in doubt, stay long quality and use rallies to pare back the stuff that needs global growth to work, Brown writes.
Bipartisan politics: 'Flexibility is patriotic.'Most of the time moving forward is the ideal scenario - except for those times when we need to preserve tradition and regroup, Brown writes.
The fiscal cliff isn't gradual, and it will matterSome financial bloggers argue that the fiscal cliff won't have much effect on the economy at all. But the actual impact of the fiscal cliff doesn't matter. What matters is the perception.
Can the iPad Mini save the market from bad Q3 reports?Brown predicts that Apple's announcement Tuesday of their smaller iPad will probably not be quite enough to lead the market higher again.
$41.8 TrillionThat number is the entire pool of financial assets in the United States, according to Joshua M. Brown. While many may not have enough to put away in a retirement account, those who can save, save in vast quantities, he writes.
The buyback epidemicThe preference for financial engineering over hiring, expansion, M&A, or dividend issuance has been in force for a while now, Brown writes, and nothing could be less productive.
EU snags the Nobel Peace Prize. Now what?There are good years and there are bad years for the Nobel Peace Prize, Brown writes. What will the prize mean for the future of the European Union?
The benevolence of up-marketsGood vibrations in the market, especially those emanating from the third quarter of this year, go a long way toward solving lots of outstanding issues in a very benign and gentle way, Brown writes.
Ben Bernanke 'dazzles' with speech on unemploymentEconomy bloggers praised Ben Bernanke's speech Monday for being unapologetic in laying out the Federal Reserve's short-term objectives to lower unemployment, Brown writes. The speech is worth the read for anyone interested in Bernanke's views on monetary policy, Brown writes.
A crumbling Europe tests America's foundationWe built a castle on a cloud, Brown writes. With European markets back in turmoil the only question is whether or not our castle on a cloud can remain aloft, above the disturbances at ground level.
Success is a double-edged sword, even for hedge fund mogulsRay Dalio, the manager of the world's biggest hedge fund firm, has achieved hedge-fund-mogul status. His success comes with certain trappings and pitfalls, Brown writes.
Berkshire Hathaway sells Intel stock, nets $60 millionWarren Buffet's firm deviates from its usual buy-and-hold strategy to sell its Intel stocks a year after buying them, Brown writes.
QE3: What happens now?Q3 earnings will still matter for individual stocks, Brown predicts, but QE3 will not affect the major indexes.
Investors walk away from mutual funds, leaving billions on the tableOver the last several years investors have abandoned roughly $65 billion in gains by walking away from their equity mutual funds.
How low borrowing rates slow the economyLow interest rates may seem great for consumers, but they wreck business models (particularly in the financial industry), and they don't do enough to spur lending and borrowing.
12 rules to invest and enjoyLearning to invest shouldn't be a chore. Here's how to make money and have a good time doing it.
Watch out for the junk bond boomJunk bonds offer investors solid returns with slightly relatively low risk and very little volatility. But what happens when everyone on Wall Street is buying them?
GOP may embrace Ron Paul and the gold standardThe GOP could incorporate some of Ron Paul's fiscal ideas, including the gold standard, into their platform, putting ecnonomists into attack mode.
