Against the Grain

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• Merrill’s Bartels, Deadly Accurate All Year, Warns of a Correction

  By Conrad de Aenlle | Nov 17, 2009 | 1 comment

  Mary Ann Bartels, a technical analyst who has made some phenomenal stock market calls this year, predicting the rally and keeping investors in it all the way up, has turned skeptical lately and is warning that a correction is on the way.

• Tech Fund Manager Landis Bets on Solar to Get Hot Again

  By Conrad de Aenlle | Nov 12, 2009 | 0 comments

  Kevin Landis, manager of the Firsthand Alternative Energy Fund, likes the growth prospects of solar energy companies, especially as technology comes along to make their operations more efficient and cost-effective, and many of the stocks are trading at small fractions of their peaks reached a couple of years ago.

• Finding Growth and Value in Alternative Energy and Alternative Tech

  By Conrad de Aenlle | Nov 10, 2009 | 2 comments

  A top Silicon Valley investor believes that some of the best investment prospects belong to companies developing or using technologies that could make forms of renewable energy like solar commercially viable.

• The Dow Hits 10,000 Again, but the Small Have Gotten Smaller

  By Conrad de Aenlle | Nov 5, 2009 | 1 comment

  A late rally on Thursday took the Dow Jones industrial average back above 10,000, but there is less to the breaching of the five-digit barrier than there may seem at first.

• Stocks’ Can-You-Spare-It Recovery This Week Is Hardly Convincing

  By Conrad de Aenlle | Nov 3, 2009 | 0 comments

  The anemic recovery so far this week in stocks provides more evidence that a significant correction has begun.

• Awful Week for Stocks May Be Just the Beginning

  By Conrad de Aenlle | Oct 30, 2009 | 1 comment

  The plunge in stocks Friday brought the decline in the S&P 500 index to just over 4 percent for the week. There have been other big down days throughout the rally this year, but this one appears particularly portentous for several reasons and suggests that a serious correction has begun.

• Grantham, After Forecasting Rally, Warns That a Reversal Is Approaching

  By Conrad de Aenlle | Oct 27, 2009 | 4 comments

  Jeremy Grantham, chief strategist at the portfolio manager G.M.O., was one of the few professionals who accurately predicted the rally in stocks this year. Now that the market has reached the top of his forecast range, he is calling for a big reversal.

• Correction Has Been Postponed, Not Canceled

  By Conrad de Aenlle | Oct 21, 2009 | 5 comments

  Some observers - me, for instance - have been warning that stocks have risen too far, too fast and that the risk of a correction is high, yet the rally keeps on keeping on. I’m willing to say I was early, but I’m not willing to say I was wrong. The reasons I offered (here, here [...]

• Don’t Get Used to a Five-Digit Dow

  By Conrad de Aenlle | Oct 16, 2009 | 0 comments

  The rally of the Dow Jones industrial average past 10,000 has lasted two days and appears in jeopardy already. As I noted in a post last month, a rise in the benchmark stock index above milestones like this often turns out to be an inauspicious event. With two hours of trading to go on Friday, the [...]

• Look for Windows 7 to Help Microsoft Emerge From Its Midlife Crisis

  By Conrad de Aenlle | Oct 15, 2009 | 0 comments

  It’s hard to look at a chart of Microsoft’s stock over the last year and not think of the pudgy nebbish that Apple uses in its commercials to represent the software leviathan. Microsoft has been ignored by investors who see it as a slow-growing silicon-based utility that has entered a sedate middle age, not the dynamic [...]

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