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Oscar The Grouch Would Love This Rally

Posted by davianletter 977 days ago (http://davianletter.com)
Category: Stocks | Tags: hedge fund stock market trading
This market smells like New York City in August. In other words, it smells like garbage. Junk bonds and distressed stocks are soaring. Credit sprea[...] read more »
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Zara: Destroyer of (Retail) Worlds

Posted by davianletter 977 days ago (http://davianletter.com)
Category: Stocks | Tags: retail saks zara inditex anf
After a torrid eight-day love affair with a pair of Givenchy leather boots (don’t worry, gentlemen, it ended amicably), I decided I’d come back from [...] read more »
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PALM For People Who Still Care About Fundamentals

Posted by davianletter 981 days ago (http://davianletter.com)
Category: Tech | Tags: aapl palm rimm nok
Here's a clip from some of my work on PALM. Notice how many handsets that PALM must sell in F2010 for the stock to be worth what it's trading at t[...] read more »
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FX/Economic Data Comment

Posted by davianletter 983 days ago (http://davianletter.com)
Category: Currencies | Tags: euro forex usd usd/jpy
As of this morning I am still log USD/JPY and am encouraged by price action. My 92.00 target is still in place for now. I was talking to Ben Collins[...] read more »
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On Saks, Getting Local, and Imaginary Unicorns

Posted by davianletter 983 days ago (http://davianletter.com)
Category: Stocks | Tags: m retail target tgt sks saks
Now that the apocalyptic feeling of this recession has abated somewhat, people are tepidly testing the retail waters of luxe destinations. I’ll do a [...] read more »
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