Google Trends Recession-watch

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In honor of Google’s 3rd Quarter report, below is the google trends chart for “recession” searches.  If I didn’t know better, i’d think this was a chart of the VIX or High Yield credit spreads. It’s interesting how the number … Continued

S&P 500 October Pace

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The S&P 500 is up another 1.61% today, which means that for October the index is now up 7.32%.  We are in the 8th trading day of a month that contains 21, so if the S&P continues on this pace … Continued

Highest 2012 PE Multiples

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The stocks below represent the 40 most expensive stocks in the Russell 1000 judged by PE multiple.  The group is ranked based on 2012 earnings estimates.  Despite the previous post highlighting NFLX’s multiple, that company is no longer in the … Continued

Netflix Earnings Multiple Still 26x

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Netflix stock’s stunning collapse continues even after the company decided not to break the company up into two pieces.  The stock is extremely close to breaking the $100 barrier, which is almost 70% lower than its peak.  Amazingly though, despite … Continued

RIP Steve Jobs

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In memoriam, two clips of Jobs: the first–about the think different campaign as Apple’s soul and the second–on passion as the key to success.Think Different: On Success:

October 2011 Investment Letter

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I write this letter monthly for the benefit of Avondale Asset Management’s clients.  It is reproduced here for informational purposes for the readers of this blog. Dear Investors, Needless to say, September was another extremely difficult month for investors. The … Continued

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