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Many times I have commented about the narrowness of the markets, the breakdown of “fail safe trading strategies,” and the intense concentration of funds into a handful of names. Yesterday Goldman further quantified this view stating the...

Equities—led by energy—advanced yesterday.  As widely noted long time oil bear Goldman surprised all with its reversal regarding oil stating demand is now higher than input.  It cited numerous reasons including the massive reduction in capital spending outside OPEC, supply disruptions in Nigeria, Libya and...

Earlier in the week I referenced Goldman Sach’s report stating how the unloved stocks are out performing the most owned [and loved] stocks.   Today I will reference a short interest article that has validated some of my arguments as to why the typical stock had...