The Ticker


The Case Against Financial Stocks

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Fund manager Jerry Jordan doesn't stick to any one strategy. Instead, he invests thematically. From the helm of the Jordan Opportunity Fund (symbol JORDX), Jordan plays three to five different themes—typically industries—at one time. For the most part, Jordan looks for fast-growing companies across ...

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Thoughts On The First Half

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The market is passed the half way mark for 2009, and it's good riddance to the first two quarters. Here's a quick rundown of some of the more interesting metrics for the first six months.

The S&P 500 returned 1.77 percent and increased its market cap by $177.968 billion, according to Birinyi ...

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Climate Change Reactions

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A cap-and-trade plan to combat climate change gets a bit closer to reality today as the American Clean Energy and Security Act of 2009, a 1,200-page bill requiring the U.S. to cut reduce greenhouse gas emissions by 17% from 2005 levels by 2020 and about 80% by the next century looks set to pass ...

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The Old Age Drag Begins

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A former editor of mine, generally mild-mannered and agreeable, would absolutely seethe about one topic: The baby boomers. To him, they embodied the worst of 60s-era excess, 80s-era greed, and an unmatched smugness. I was more sanguine, and the heat of the conversations ultimately left us both ...

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David Einhorn Has A Sense Of Humor

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Just a quick bit from this WSJ story on Greenlight Capital's David Einhorn. If you'll remember, Einhorn is the poker-playing, short-selling hedge funder who famously called the demise of Lehman Bros. Looks like he got burned along with lots of other shorts in the now-infamous Volkswagen short ...

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Jeremy Grantham Predicts A Tough Road

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Today's must-read is Jeremy Grantham's quarterly letter (you can download it from his site here). The title sums it up: "The Last Hurrah and Seven Lean Years."

First, the good news. Grantham says we could be in for a big equity rally thanks to massive government stimulus plans designed to keep ...

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