Momentum Monday on Stocktwits TV … and The Business of Transparency

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  • on March 2nd, 2010

I just got back from Arizona and if you are in the real estate business, things are bleak. The tenants have all the power. Unfortunately, the tenants have NO money. Unfortunately, the landlords have too many buildings. I would not bet against the west, but much time will be needed to get the supply and balance in line.

At the stock market level, I am seeing many setups. I had my friend Joe Fahmy on the show and today we reviewed $vprt $cmg $swks $clne $ge $caas and a few more leaders.

We also chatted about the business of managing money through Schwab Managed accounts. I have not given up on the business of hedge funds, but for us non-institutional guys, I am strongly in favor of picking a style and setting up client accounts in this format.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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