Author: valueplays

Momentum Investing – The “Madness Of Crowds”

Momentum Investing – The “Madness Of Crowds”

Momentum Investing – The “Madness Of Crowds” by Todd Sullivan, ValuePlays “Davidson” submits: The past year’s pessimism in the face of continued economic improvements has within in a couple of days shifted to panic. Multiple forecasts for oil prices to […]

ACAS Solicits Offers

This has been a long time coming…   The release: American Capital Concludes Initial Phase of Strategic Review, Announces It Will Solicit Offers to Purchase Company or Business Lines BETHESDA, Md., Jan. 7, 2016 /PRNewswire/ — American Capital, Ltd. (Nasdaq: […]

Employment Surges…..Expansion Continues

Employment Surges…..Expansion Continues

Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.   “Davidson” […]

The market in no way is overvalued

The market in no way is overvalued

The market in no way is overvalued “Davidson” Submits: The Dallas Fed reported 12mo Trimmed Mean PCE(Inflation) at 1.7% which is inline with what we have throughout 2015-see the data table. The SP500 Intrinsic Value Index shifts to $1,989 as […]

12 Guesses for 2016

12 Guesses for 2016

Seems obligatory to do this…..Anyway it is fun to look back and see which (if any) actually come true…..   1- In January $AIG announces a major restructuring which gives considerable weight to Icahn and Paulson’s plan, shares soar 2- […]