.... 26 hours to be exact...
The same names no one wanted 10-15% lower yesterday are now everyone's favorites again a day later....
.... oh well, at least it's not opposite day again. Was starting to feel like the Twilight Zone yesterday.
p.s. as an aside Foster Wheeler (FWLT) split 2:1 earlier this week and the results are not reflected in my Marketocracy.com performance, so it looks like I am losing quite a bunch on this large position. Hopefully this gets fixed quickly...
Thursday, January 24, 2008
How Quickly Fear Turns to Greed
Posted by
Mark
at
4:04 PM
Comments (2)
| Edit This Post |
Create A New Post
Subscribe to:
Post Comments (Atom)
Financial Blogroll
- FinViz.com
- Euro Pacific
- Zero Hedge
- BeSpoke Investment
- The Big Picture
- Newsflashr
- Wall St Cheet Sheat
- Baseline Scenario
- Naked Capitalism
- Abnormal Returns
- TickerSpy
- FT.com Alphaville.com
- Calculated Risk
- Infectious Greed
- Financial Armageddon
- Wall Street Window
- Mad Hedge Fund Trader
- Real Clear Markets
- Matt Taibbi Blog
- 24/7 Wall Street
- The Daily Bail
- Cumberland Advisors
- NYMag
- All About Trends
- Market Oracle
- Markman
- Notable Calls
- Carpe Diem
- What's Trading
- Finz.tv
- UpsideTrader
- Zentrader
- Investment Postcards
- Dealbreaker
- Stock Trading to Go
- Toro's Running of the Bulls
- Barron's Tech Trader Daily
- FINAlternatives (Hedge Funds)
- Money and Markets
- StreetInsider Analysts News
- Blogging Stocks (AOL)
- The Daily Reckoning
- ETF Trends
- Hedge Fund Consultant Blog
- Get Rich Slick
- Guru Focus
- Fundmastery
- The Fly on the Wall
- Bill Gross PIMCO Archives
- MrSwing.com
Our Readers' Websites
Industry Focus Sites
Some Mutual Funds That Perk My Interest
- CGM Mutual (Kenneth Heebner)
- CGM Focus (Kenneth Heebner)
- Quaker Strategic Growth
- Loomis Sayles Mid Cap Growth
- Bridgeway Aggressive Investors
- Eaton Vance Multi Cap Growth
- Saratoga Large Cap Growth
- AFBA Five Star Large Cap
- American Century Vista
- American Century Heritage
- TCW Growth Equities
- Dynamic Power American Growth (Noah Blackstein)
- Dover Long/Short Sector Fund
Weekly Most Read
- 1: Warren Buffet Piles on Europe
- 2: [Video] Jim Chanos Returns from Europe, Even More Bearish on China
- 3: A Chart to Open Our Eyes - Staggering Changes by Multinationals in Employment Behavior 00s vs 90s
- 4: Futures Blasted on Dexia Woes... and Poor Preliminary China Data
- 5: Market Working to Worst Thanksgiving Since 1932
- 6: Et Tu, German Bonds? Poor Auction Raises Eyebrows
Archives By Date
-
►
2011(1304)
-
►
12/11 - 12/18(11)
- Market Montage Officially Launches Tomorrow
- Goodbye and Goodnight Fund My Mutual Fund
- Nothing Much from the Fed Other than a Few Words C...
- [Videos] Howard Davidowitz Grumpy as Usual
- Bad Economy? Yeah Right - Not in the Farming Heart...
- Marketwatch: Why Did 24 Hour Trading Never Take Of...
- Still Holding On
- Some Caution Now Technically on the Gold (GLD) Tra...
- USA Today: As Bernanke Punishes American Savers, t...
- Risk Off for the Day it Appears
- Zynga (ZNGA) Heads the List on Busiest IPO Week Si...
-
►
12/04 - 12/11(29)
- Move Day Next Week
- Update on the Battle of the 200 Days
- [Video] ECRI Still Sticking with Recession Call De...
- DuPont (DD) Warns this Morning as "Decoupling" The...
- There Was Just another Rumor Released Via a News A...
- Q3 Was Not a Good Quarter for American Wealth - Wo...
- The Battle of the 200 Days?
- Ford (F) Halted, Reinstates Dividend
- [Video] Marc Faber Visits Bloomberg
- Draghi Announced 4 Non Standard Measures at Presse...
- ECB "Only" Cuts Rates Back to Record Lows by 0.25%...
- And... IMF Official Denies Rumor
- Need a Rumor to End the Day Right? Got One
- Are We Making Too Much of the Drop in Labor Force ...
- A Lot of People are Living the "College Lifestyle"...
- [Video] Bob Prechter is Back... and Shockingly, St...
- The Journey to Nowhere Has Been a Wild Trip Since ...
- S&P 1265 Again
- Who Wants Action?
- Some Days....
- If the S&P 500 Was Equal Weighted Rather than Mark...
- [Video] Tom DeMark Says S&P 1330+ by Christmas, wi...
- Just about Every Country in Europe Downgraded
- GMO's Jeremy Grantham's Q3 Letter: The Shortest Qu...
- FT.com Report S&P to Put 6 Euro Nations on Credit ...
- Steve Liesman of CNBC Still Believes no ECB Bazook...
- Uncle Buffet Has to Be Pleased about the Bank of A...
- ISM Non Manufacturing 52.0 vs Expectation of 53.9
- Back to (the New) Normal
-
►
11/27 - 12/04(30)
- No Posts Today
- Average Foreclosure Time Sets New Record of 631 Da...
- Were Yesterday's Actions by Central Banks, a Way t...
- Big Drop in Hedge Fund Exposure to Market in Q3
- ISM Manufacturing 52.7 vs Expectations of 51.5
- And There Goes Another of the Former Teflon Stocks...
- Official Chinese PMI Figures Confirms Last Week's ...
- Best Day Since March 2009
- Junk Stocks Leading, Not a Great Sign
- "Risk On", "Risk Off" Has Officially Jumped the Sh...
- ► 11/20 - 11/27(20)
- ► 11/13 - 11/20(30)
- ► 11/06 - 11/13(32)
- ► 10/30 - 11/06(30)
- ► 10/23 - 10/30(33)
- ► 10/16 - 10/23(30)
- ► 10/09 - 10/16(23)
- ► 10/02 - 10/09(30)
- ► 09/25 - 10/02(31)
- ► 09/18 - 09/25(30)
- ► 09/11 - 09/18(33)
- ► 09/04 - 09/11(27)
- ► 08/28 - 09/04(24)
- ► 08/21 - 08/28(35)
- ► 08/14 - 08/21(23)
- ► 08/07 - 08/14(28)
- ► 07/31 - 08/07(36)
- ► 07/24 - 07/31(21)
- ► 07/17 - 07/24(27)
- ► 07/10 - 07/17(21)
- ► 07/03 - 07/10(21)
- ► 06/26 - 07/03(25)
- ► 06/19 - 06/26(20)
- ► 06/12 - 06/19(30)
- ► 06/05 - 06/12(18)
- ► 05/29 - 06/05(29)
- ► 05/22 - 05/29(28)
- ► 05/15 - 05/22(29)
- ► 05/08 - 05/15(28)
- ► 05/01 - 05/08(30)
- ► 04/24 - 05/01(26)
- ► 04/17 - 04/24(28)
- ► 04/10 - 04/17(30)
- ► 04/03 - 04/10(26)
- ► 03/27 - 04/03(20)
- ► 03/20 - 03/27(12)
- ► 03/13 - 03/20(22)
- ► 03/06 - 03/13(29)
- ► 02/27 - 03/06(20)
- ► 02/20 - 02/27(19)
- ► 02/13 - 02/20(22)
- ► 02/06 - 02/13(29)
- ► 01/30 - 02/06(34)
- ► 01/23 - 01/30(29)
- ► 01/16 - 01/23(18)
- ► 01/09 - 01/16(21)
- ► 01/02 - 01/09(27)
-
►
12/11 - 12/18(11)
-
►
2010(1727)
- ► 12/26 - 01/02(10)
- ► 12/19 - 12/26(16)
- ► 12/12 - 12/19(29)
- ► 12/05 - 12/12(30)
- ► 11/28 - 12/05(44)
- ► 11/21 - 11/28(23)
- ► 11/14 - 11/21(39)
- ► 11/07 - 11/14(44)
- ► 10/31 - 11/07(45)
- ► 10/24 - 10/31(37)
- ► 10/17 - 10/24(42)
- ► 10/10 - 10/17(34)
- ► 10/03 - 10/10(45)
- ► 09/26 - 10/03(35)
- ► 09/19 - 09/26(42)
- ► 09/12 - 09/19(43)
- ► 09/05 - 09/12(28)
- ► 08/29 - 09/05(29)
- ► 08/22 - 08/29(24)
- ► 08/15 - 08/22(26)
- ► 08/08 - 08/15(32)
- ► 08/01 - 08/08(36)
- ► 07/25 - 08/01(35)
- ► 07/18 - 07/25(33)
- ► 07/11 - 07/18(35)
- ► 07/04 - 07/11(27)
- ► 06/27 - 07/04(37)
- ► 06/20 - 06/27(39)
- ► 06/13 - 06/20(37)
- ► 06/06 - 06/13(33)
- ► 05/30 - 06/06(28)
- ► 05/23 - 05/30(31)
- ► 05/16 - 05/23(41)
- ► 05/09 - 05/16(35)
- ► 05/02 - 05/09(34)
- ► 04/25 - 05/02(26)
- ► 04/18 - 04/25(22)
- ► 04/11 - 04/18(30)
- ► 04/04 - 04/11(25)
- ► 03/28 - 04/04(21)
- ► 03/21 - 03/28(35)
- ► 03/14 - 03/21(41)
- ► 03/07 - 03/14(40)
- ► 02/28 - 03/07(37)
- ► 02/21 - 02/28(25)
- ► 02/14 - 02/21(23)
- ► 02/07 - 02/14(33)
- ► 01/31 - 02/07(37)
- ► 01/24 - 01/31(45)
- ► 01/17 - 01/24(37)
- ► 01/10 - 01/17(37)
- ► 01/03 - 01/10(35)
-
►
2009(2099)
- ► 12/27 - 01/03(21)
- ► 12/20 - 12/27(33)
- ► 12/13 - 12/20(38)
- ► 12/06 - 12/13(38)
- ► 11/29 - 12/06(37)
- ► 11/22 - 11/29(26)
- ► 11/15 - 11/22(34)
- ► 11/08 - 11/15(38)
- ► 11/01 - 11/08(38)
- ► 10/25 - 11/01(48)
- ► 10/18 - 10/25(37)
- ► 10/11 - 10/18(40)
- ► 10/04 - 10/11(35)
- ► 09/27 - 10/04(41)
- ► 09/20 - 09/27(39)
- ► 09/13 - 09/20(35)
- ► 09/06 - 09/13(32)
- ► 08/30 - 09/06(32)
- ► 08/23 - 08/30(34)
- ► 08/16 - 08/23(36)
- ► 08/09 - 08/16(39)
- ► 08/02 - 08/09(40)
- ► 07/26 - 08/02(45)
- ► 07/19 - 07/26(45)
- ► 07/12 - 07/19(45)
- ► 07/05 - 07/12(40)
- ► 06/28 - 07/05(31)
- ► 06/21 - 06/28(37)
- ► 06/14 - 06/21(44)
- ► 06/07 - 06/14(42)
- ► 05/31 - 06/07(44)
- ► 05/24 - 05/31(39)
- ► 05/17 - 05/24(33)
- ► 05/10 - 05/17(39)
- ► 05/03 - 05/10(47)
- ► 04/26 - 05/03(45)
- ► 04/19 - 04/26(43)
- ► 04/12 - 04/19(40)
- ► 04/05 - 04/12(40)
- ► 03/29 - 04/05(40)
- ► 03/22 - 03/29(45)
- ► 03/15 - 03/22(45)
- ► 03/08 - 03/15(46)
- ► 03/01 - 03/08(49)
- ► 02/22 - 03/01(49)
- ► 02/15 - 02/22(45)
- ► 02/08 - 02/15(49)
- ► 02/01 - 02/08(49)
- ► 01/25 - 02/01(49)
- ► 01/18 - 01/25(38)
- ► 01/11 - 01/18(53)
- ► 01/04 - 01/11(52)
-
▼
2008(2199)
- ► 12/28 - 01/04(27)
- ► 12/21 - 12/28(25)
- ► 12/14 - 12/21(41)
- ► 12/07 - 12/14(39)
- ► 11/30 - 12/07(34)
- ► 11/23 - 11/30(31)
- ► 11/16 - 11/23(33)
- ► 11/09 - 11/16(33)
- ► 11/02 - 11/09(33)
- ► 10/26 - 11/02(43)
- ► 10/19 - 10/26(35)
- ► 10/12 - 10/19(34)
- ► 10/05 - 10/12(38)
- ► 09/28 - 10/05(40)
- ► 09/21 - 09/28(46)
- ► 09/14 - 09/21(52)
- ► 09/07 - 09/14(49)
- ► 08/31 - 09/07(36)
- ► 08/24 - 08/31(43)
- ► 08/17 - 08/24(48)
- ► 08/10 - 08/17(50)
- ► 08/03 - 08/10(46)
- ► 07/27 - 08/03(46)
- ► 07/20 - 07/27(49)
- ► 07/13 - 07/20(48)
- ► 07/06 - 07/13(52)
- ► 06/29 - 07/06(42)
- ► 06/22 - 06/29(47)
- ► 06/15 - 06/22(41)
- ► 06/08 - 06/15(39)
- ► 06/01 - 06/08(36)
- ► 05/25 - 06/01(30)
- ► 05/18 - 05/25(39)
- ► 05/11 - 05/18(40)
- ► 05/04 - 05/11(41)
- ► 04/27 - 05/04(48)
- ► 04/20 - 04/27(44)
- ► 04/13 - 04/20(48)
- ► 04/06 - 04/13(41)
- ► 03/30 - 04/06(54)
- ► 03/23 - 03/30(41)
- ► 03/16 - 03/23(47)
- ► 03/09 - 03/16(32)
- ► 03/02 - 03/09(44)
- ► 02/24 - 03/02(54)
- ► 02/17 - 02/24(40)
- ► 02/10 - 02/17(57)
- ► 02/03 - 02/10(57)
- ► 01/27 - 02/03(49)
-
▼
01/20 - 01/27(48)
- Bookkeeping: 'Rising Tide' Performance Week 25
- Short Exposure Update
- I Can't Believe this Pig... err HOG was Up Today -...
- Some Comments from Caterpillar on Worldwide Growth...
- Bookkeeping: Starting New Position Ultrashort Tech...
- Walmart (WMT) Gunning for Pharmacy Benefit Manager...
- Bookkeeping: Selling 50% of Solarfun Power (SOLF)
- Bookkeeping: Closing Agco (AG)
- Bookkeeping: Trimming Some Positions
- Earnings Update
- How Quickly Fear Turns to Greed
- Can't Resist Suntech Power (STP) at these Prices
- Bookkeeping: Reducing 2 Names
- They Said it Could Never Happen. Ever. They Lied...
- Temporary Respite or Beginning of a Larger Bounce?...
- Interesting Report from Sunpower (SPWR)
- Solarfun Power (SOLF) Plunges 15% on Convertible D...
- Potash (POT) with Slew of Good News
- Government Here. Government There. Bond Insurers U...
- Earnings Preview Thursday
- Up Market/Down Market - Let's not Forget the Under...
- Speaking of Opposite Day
- Dodd Proposes Mortgage Bailout Plan
- Investor Redemptions - How Would it Play Out?
- Interesting, 30 Yr Mortgage Rates Approaching Deca...
- Cramer's Comments on Today's Action
- Coach (COH) Earnings Report
- Another Day for Retailer and Homebuilders to Shine...
- % of Stocks Below 200 Day Moving Average Now at Hi...
- Bookkeeping: Closing Last of CNH Global (CNH)
- Apple (AAPL) Beats by $0.14; Issues Typical Conser...
- CNH Global (CNH) Acting Very Strong Ahead of Earni...
- Soros Says World Faces Worst Financial Crisis Sinc...
- Earnings Preview Wednesday
- One Interesting Note
- Strength in Retailers (again)
- Jacobs Engineering (JEC) Stellar Earnings
- Fed "Surprise' Cuts. More to Come.
- This Prediction Might Come True Tomorrow
- Food... Food... Food.
- Worldwide House of Horrors Today
- Tomorrow Shaping up Ugly
- Oops, We Did it Again - We've Infected Another Cou...
- A Tour Through the Middle East...
- P/E Ratio for Portfolio
- 100 Stocks That Made Money This Year
- Bookkeeping: Weekly Changes to Fund Positions Week...
- Foster Wheeler (FWLT) CEO on Cramer
- ► 01/13 - 01/20(46)
- ► 01/06 - 01/13(43)
-
►
2007(913)
- ► 12/30 - 01/06(33)
- ► 12/23 - 12/30(29)
- ► 12/16 - 12/23(39)
- ► 12/09 - 12/16(36)
- ► 12/02 - 12/09(33)
- ► 11/25 - 12/02(44)
- ► 11/18 - 11/25(25)
- ► 11/11 - 11/18(44)
- ► 11/04 - 11/11(54)
- ► 10/28 - 11/04(51)
- ► 10/21 - 10/28(57)
- ► 10/14 - 10/21(55)
- ► 10/07 - 10/14(57)
- ► 09/30 - 10/07(55)
- ► 09/23 - 09/30(41)
- ► 09/16 - 09/23(41)
- ► 09/09 - 09/16(37)
- ► 09/02 - 09/09(31)
- ► 08/26 - 09/02(44)
- ► 08/19 - 08/26(43)
- ► 08/12 - 08/19(37)
- ► 08/05 - 08/12(27)







2 comments:
Nice pop in RVBD today. I was hoping you'd write about it so I didn't have to parse all the news articles myself ;) But with the amount of posts you make every day I suppose I can't blame you!
Ben, when I get paid for this full time I can post to your hearts content lol. I mentioned yesterday F5 NEtworks was moving huge off of earnings but it was mostly due to a stock buyback. FFIV was the first one last quarter to lead these guys down, and it looks like it is leading them up (BCSI/RVBD). They throw all these names in a bunch even though they are only somewhat related. I assume the JNPR news tonight will also help as people tend to view them all as "networking stocks" as opposed to differentiating the products. RVBD made a heck of a move but its just making up a lot of lost ground - ground lost unfairly I believe. But I could say that for the entire portfolio. Panic puts things at some strange valuations. If we get another day like this I might need to lighten up in that space because of risk of earnings blowup. I think these stocks are undervalued but they could be +25% or -25% after earnings... 50/50% chance. And I don't like 50/50 - otherwise I'd just go to Vegas. So maybe we'll get a nice run here in the next few days to add to todays 20% spike.
Post a Comment