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Home Bill Cara's Blog
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Bill Cara's Blog - Perspective & Discussion of Capital Markets and Social Equity
Bill Cara's blog is one of the A-list stock trading and investment blogs around. It has the honor of winning the Forbes "Best of the Web" in 2005 & 2006 and was also recommended by Barrons in 2004. These awards are a testament to the quality of posts and analysis within his blog, whose primary focus is on Capital Markets and Social Equity. The blog is updated very regularly, sometimes even a few times a day and is a must read for any market observer.
For a compilation of other outstanding Stock Trading and Investment Related Blogs, go to Trading & Investment Blogs.
Snippets from the latest posts from Bill Cara's blog are appended below: |
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Bill Cara
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Week in Review #18 (2008-05-04)
Home-owners in 2004 would not have been pushed into selling during those high-flying years just because they were alarmed at the expanding debt bubble that was hoisting real-estate prices to the moon. Neither should traders in 2Q08 want to sell stocks just because they worry that central bankers are out of control.
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Bill Cara's Community Chat, Sat., May 3, 2008, 5:22am ET
Since this is a travel weekend, I plan to write the WIR today and have it published early Sunday before returning to The Bahamas. Earlier this morning I added the following text to yesterday’s Community Chat:
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Bill Cara's Community Chat, Fri., May 2, 2008, 8:00am ET
As in Edward Norton’s portrayal of Eisenheim, a magician in turn-of-the-20th-century Vienna [The Illusionist, 2006], there was a bit of voodoo stuff happening in the market this week, and yesterday and this morning in particular.
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Daily Report for Fri, May 02, 2008
Markets Re-capAs the commodity trade has been unwinding this week, the $USD has firmed. Yesterday, Consumer Discretionary (XLY +5.8%), Tech (XLK +4.2%) and Financials (XLF +3.4%) helped push the broad market indexes higher in New York.
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Bill Cara's Community Chat, Thurs., May 1, 2008, 8:43am ET
The city of Sao Paulo Brazil was hot, hot, hot yesterday. From pork and poultry to pulp and paper, planes to pension plans and banking, beer, nickel and steel, and of course oil, the Brazilian 8 of the Cara 100 was up an average of +5.7%.
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Daily Report for Thu, May 01, 2008
Markets Re-capAs expected, the FOMC cut the Fed funds rate -25 basis points. The run-up to the 2:15pm announcement (12958 on the DJIA, 869 on $GOLD at 2:15pm ET), later turned into selling of stocks, except for the goldminers, which rallied.
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Bill Cara's Community Chat, Wed., Apr. 30, 2008, 8:25am ET
Do you recall: “29 Feb 2008 ... at February 29, 2008 6:26 PM. Pat sent out close to 200 Goldcorp reports today.”
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Daily Report for Wed, Apr 30, 2008
Markets Re-capTuesday, like Monday, was quiet in the capital market as traders await the Federal Reserve Bank decision on monetary policy at 2:15pm ET today. The general view is that the Fed will drop its key lending rate by -25 basis points and make some announcement that the economy and the banking system are apparently relatively stable after their earlier rate cuts; the hope in Washington is that traders will accept this report.
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Bill Cara
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Capital Markets and Social Equity ... perspective and discussion.
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Bill Cara's Community Chat, Fri., May 16, 2008, 9:24am ET
Should traders or investors buy the latest share offerings of the banks as they replace capital lost mostly in their investment banking operations? That’s the query I received this morning. My answer is in the ADDENDUM. Please feel free to add your thoughts.
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Daily Report for Fri, May 16, 2008
Markets Re-capStock prices moved broadly higher in the US with a modest downturn in oil prices despite negative labor and production reports. Technology (XLK +1.9%), Energy (XLE +1.3%) and Basic Materials (XLB +1.1%) as the DJIA (+94.28+0.52% to 12898.38), S&P 500 (+14.91 +0.40% to 1408.66), and NASDAQ Composite (+37.03 +0.06% to 2496.7) closed the session strongly.
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Bill Cara's Community Chat, Thurs., May 15, 2008, 9:35am ET
I am hearing more discontent with the President… and the Prime Minister. You see, the issue is not just American. There are complaints all over the world that inflation is out of control.
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Daily Report for Thu, May 15, 2008
Markets Re-capIn yesterday’s CPI report, headline inflation for April reportedly lifted a mild +0.1% with the Y/Y rate up +3.9%, and core inflation lifted +0.2% with the Y/Y rate up +2.3%. That supposedly good news, coupled with an easing of petroleum prices due to a smaller-than expected inventory build, set off a modest gain in the US equity markets on Wednesday.
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Bill Cara's Community Chat, Wed., May 14, 2008, 9:03am ET
In 4Q07 I became concerned that the credit reporting agency model was broken, so I dropped Moody’s (MCO) from the Cara 100. Now I have to believe that the so-called independent news and independent auditor models are also broken. It seems that the financial world is now one big moral hazard, with everybody is bought-and-paid-for.
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