Giants, Statistics and Discovery Communications (DISCK)

By EidoSearch

“Baseball is 90 percent mental. The other half is physical.” – Yogi Berra The San Francisco Giants won the World Series a couple of weeks ago in a 7 Game nail biter. This is their third title in just five years, and many now consider them to be the first baseball “dynasty” of the 21st

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US Dollar Running out of Steam?

By EidoSearch

“I put a dollar in one of those changes machines. Nothing changed!” – George Carlin The US Dollar has been on a tear vs. the World’s major currencies for a while now. The Dollar is at its highest level against the Yen in 7 years, representing a 45% jump in just two years. The Euro

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Brady vs. Manning and Exxon Mobil (XOM)

By EidoSearch

“I don’t look at a problem and put variables in there that don’t affect it.” – Bill Parcells All of last week, heading into Sunday’s big NFL showdown between the Broncos and Patriots, most of the rhetoric was about who the greatest quarterback of this generation is.  Tom Brady or Peyton Manning. Ardent supporters of

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A Forecast for Netflix (NFLX)….and the Weather

By EidoSearch

C-3PO: “But sir, the possibility of successfully navigating an asteroid field is approximately 3,720 to one. HAN SOLO: “Never tell me the odds.” There is probably no profession on planet Earth more criticized than meteorology.  If they say it’s going to be 80 degrees and sunny on Sunday, and we plan a beach day and

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Short Term Footing for Crude Oil?

By EidoSearch

Marty McFly: I had a horrible nightmare. I dreamed that I went… back in time. It was terrible. Lorraine Baines: Well, you’re safe and sound now, back in good old 1955. Marty McFly: [opens his eyes wide] 1955? Where’s the short term bottom for Crude Oil? Even though the price rose on Thursday and Friday,

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What’s Next for the VIX and the S&P 500…Objectively Speaking

By EidoSearch

“The only thing we have to fear is fear itself.” – Franklin D. Roosevelt The VIX, which is a measure of the market’s expectation of 30 day volatility using S&P 500 index options, is commonly referred to as a “fear gauge” for investors and the market. The VIX ended Friday at about 21.24, its highest

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Looking Forward not Backwards at HP

By EidoSearch

“I skate to where the puck is going to be, not where it has been” – Wayne Gretzky Asset Management is, in many ways, oriented to backward looking information. It makes sense since it’s a very performance driven marketplace and past performance is how we evaluate investors. Most investor letters generally focus on explaining the

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The Knowledge – What’s Next for Janus

By EidoSearch

“Hey look kids, there’s Big Ben, and there’s Parliament….again.” – Clark W. Griswold, (European Vacation) Becoming a London Taxicab Driver is an amazing feat of memorization.  They call it The Knowledge, and it’s considered equivalent to getting a University degree in London.  It takes in the range of 2 to 4 years for prospective drivers

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Quantifying the Price Trend for Gold

By EidoSearch

 “That’s GOLD Jerry! GOLD!” – Kenny Bania (Seinfeld) There’s a lot of discussion currently taking place about the direction of Gold. At 1215, it’s currently at it’s lowest point for 2014 and headed for its 1 year low of 1191 hit last December. There is little positive news or conviction to long side, and the

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Good Short Term Risk Premium for the Duck

By EidoSearch

 “If it walks like a duck, quacks like a duck, looks like a duck, it must be a duck” – Chinese Proverb Aflac’s stock (AFL) has had a rough go of it in 2014.  The stock is down almost 10% so far this year, while the S&P 500 continues to chug along and is now

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