Click below to watch this afternoon's BNN interview with Research Edge CEO Keith McCullough.
The clip covers Groupthink, the US Dollar, commodities, and:
1. Bernanke's "Great Depression" policy of ZERO interest rates is not sustainable
2. As Bernanke Burns The Buck everything priced in Dollars will continue to REFLATE
3. We are seeing a Reflation Rotation where reflation will morph into inflation in Q4
http://watch.bnn.ca/#clip203131
Thursday, August 13, 2009
Thursday, July 23, 2009
Keith Discusses Bernanke and Current Trends on Bloomberg TV
Keith McCullough made an appearance on Bloomberg TV this morning where he discussed Ben Bernanke's recent testimony and why people are not bullish enough on Gold.
You can catch a replay of the interview here:
http://www.bloomberg.com/avp/avp.htm?N=tvtoday&clipSRC=http%3A%2F%2Fvideo-static.clipsyndicate.com%2Fcs-video%2Fvol2%2F2009%2F7%2F23%2F58%2F351%2F4b7d538d-16b7-4fcb-aa96-4d34d1c699d7.flv
You can catch a replay of the interview here:
http://www.bloomberg.com/avp/avp.htm?N=tvtoday&clipSRC=http%3A%2F%2Fvideo-static.clipsyndicate.com%2Fcs-video%2Fvol2%2F2009%2F7%2F23%2F58%2F351%2F4b7d538d-16b7-4fcb-aa96-4d34d1c699d7.flv
Monday, June 1, 2009
New Feature: Search Is Here!
Search is making its debut at www.researchedgellc.com. You can search for any terms - if they show up in the title of a post or in the body of a post, the relevant items will appear in the results list. This may include content that you are not subscribed to which will appear in grey. Unfortunately you may not be allowed to access these items. Do contact sales@researchedgellc.com if you are looking for something specific and we will see if we can help you out.
Tip: If you are looking for comments on a specific company, it may be best to search by the ticker symbol.
Let us know what you think by writing to us at info@researchedgellc.com.
Tip: If you are looking for comments on a specific company, it may be best to search by the ticker symbol.
Let us know what you think by writing to us at info@researchedgellc.com.
Friday, May 29, 2009
TV: Keith McCullough, CEO of Research Edge on Bloomberg
Keith was on Bloomberg this morning. Here the interview he gave:
http://www.bloomberg.com/avp/avp.htm?N=tvtoday&clipSRC=http%3A%2F%2Fvideo-static.clipsyndicate.com%2Fcs-video%2Fvol2%2F2009%2F5%2F29%2F58%2F351%2Ff7e7aa93-1bcb-457e-82b5-1d0c164ac719.flv
http://www.bloomberg.com/avp/avp.htm?N=tvtoday&clipSRC=http%3A%2F%2Fvideo-static.clipsyndicate.com%2Fcs-video%2Fvol2%2F2009%2F5%2F29%2F58%2F351%2Ff7e7aa93-1bcb-457e-82b5-1d0c164ac719.flv
Thursday, May 28, 2009
Stock Position Comments
We have added brief 1-line comments from Keith to the performance tab on each open position. This will give a quick, high-level guide as to the reasoning behind a position.
Tuesday, April 28, 2009
PRESS RELEASE: FOOTNOTED.ORG JOINS RESEARCH EDGE PLATFORM
Delivers Actionable Investment Signals Companies Bury in Filings
- Combined with Research Edge Macro and Sector Analysis
New Haven, Conn. -- April 28, 2009 - Research Edge, LLC today announced that Footnoted.org has joined the Research Edge platform, creating additional competitive advantage for Research Edge subscribers. Michelle Leder of Footnoted.org will share ideas generated by her proprietary technology with Research Edge analysts in order to generate comprehensive company alerts to subscribers.
"Footnoted.org creates a unique edge for investors," said Keith McCullough, CEO of Research Edge. "We're delighted to be able to identify investment ideas through a collaboration between Michelle's proprietary algorithms and expertise, and Research Edge's Macro and fundamental Sector research.
"The initial Alert generated by the partnership covered the engineering software firm Autodesk (ADSK). Footnoted.org's technology identified change-of-control adjustments to insider employment contracts combined with insider buying. Research Edge's Macro team identified cyclical mis-pricing based on a perception bottom for the construction industry globally along with ownership concentration, and Rebecca Runkle's Technology team identified strategic and long-term upside in the franchise and management team. Research Edge alerted subscribers on ADSK on March 26, 2009 (for a copy of this alert, email sales@researchedgellc.com).
Footnoted.org combines Michelle Leder's years of investigative business journalism experience with long-baseline monitoring of SEC filings. Such focused analysis reveals shifts in color or tone as well as subtle shifts over time. Examples include adjustments to the inclusion and order of risk factors over time, which General Electric Company did in October 2008 - as well as Apple Inc.'s initial use of the word "depressed" in a regulatory filing in July 2008 to describe the state of the U.S. economy.
"There are no accidents in SEC filings," said Michelle Leder, editor of Footnoted.org. "When a junior analyst picks up an SEC filing, he's seeing it in isolation - and is up against the best lawyers in the world."
Alerts generated through a collaboration of Footnoted.org and Research Edge analysts are available immediately to Research Edge subscribers. Non-subscribers may purchase Research Edge Alerts by contacting sales@researchedgellc.com.
About Research Edge, LLC
Research Edge, LLC is the leading outsourced investment research firm. Focused exclusively on generating and delivering real-time, actionable investment ideas, the firm combines quantitative, bottoms-up and macro analysis with an emphasis on timing - with fundamental, sector-specific research. The Research Edge team features some of the world's most regarded research analysts - united around a vision of independent, un-compromised real-time investment research as a service.
About Footnoted.org
footnoted.org, named a Top 10 business blog by Business Week, CNN and the FT, was launched in August 2003 to coincide with the publication of the book, Financial Fine Print. Each day, the site takes a closer look at the things that companies try to bury in their routine SEC filings. Some posts are simply quirky little factoids while others tend to focus on more serious issues, like aggressive accounting, excessive compensation or the type of questionable self dealing that can often be indicative of more serious problems at a company.
Contact:
Todd Enders
Research Edge, LLC
tenders@researchedgellc.com
- Combined with Research Edge Macro and Sector Analysis
New Haven, Conn. -- April 28, 2009 - Research Edge, LLC today announced that Footnoted.org has joined the Research Edge platform, creating additional competitive advantage for Research Edge subscribers. Michelle Leder of Footnoted.org will share ideas generated by her proprietary technology with Research Edge analysts in order to generate comprehensive company alerts to subscribers.
"Footnoted.org creates a unique edge for investors," said Keith McCullough, CEO of Research Edge. "We're delighted to be able to identify investment ideas through a collaboration between Michelle's proprietary algorithms and expertise, and Research Edge's Macro and fundamental Sector research.
"The initial Alert generated by the partnership covered the engineering software firm Autodesk (ADSK). Footnoted.org's technology identified change-of-control adjustments to insider employment contracts combined with insider buying. Research Edge's Macro team identified cyclical mis-pricing based on a perception bottom for the construction industry globally along with ownership concentration, and Rebecca Runkle's Technology team identified strategic and long-term upside in the franchise and management team. Research Edge alerted subscribers on ADSK on March 26, 2009 (for a copy of this alert, email sales@researchedgellc.com).
Footnoted.org combines Michelle Leder's years of investigative business journalism experience with long-baseline monitoring of SEC filings. Such focused analysis reveals shifts in color or tone as well as subtle shifts over time. Examples include adjustments to the inclusion and order of risk factors over time, which General Electric Company did in October 2008 - as well as Apple Inc.'s initial use of the word "depressed" in a regulatory filing in July 2008 to describe the state of the U.S. economy.
"There are no accidents in SEC filings," said Michelle Leder, editor of Footnoted.org. "When a junior analyst picks up an SEC filing, he's seeing it in isolation - and is up against the best lawyers in the world."
Alerts generated through a collaboration of Footnoted.org and Research Edge analysts are available immediately to Research Edge subscribers. Non-subscribers may purchase Research Edge Alerts by contacting sales@researchedgellc.com.
About Research Edge, LLC
Research Edge, LLC is the leading outsourced investment research firm. Focused exclusively on generating and delivering real-time, actionable investment ideas, the firm combines quantitative, bottoms-up and macro analysis with an emphasis on timing - with fundamental, sector-specific research. The Research Edge team features some of the world's most regarded research analysts - united around a vision of independent, un-compromised real-time investment research as a service.
About Footnoted.org
footnoted.org, named a Top 10 business blog by Business Week, CNN and the FT, was launched in August 2003 to coincide with the publication of the book, Financial Fine Print. Each day, the site takes a closer look at the things that companies try to bury in their routine SEC filings. Some posts are simply quirky little factoids while others tend to focus on more serious issues, like aggressive accounting, excessive compensation or the type of questionable self dealing that can often be indicative of more serious problems at a company.
Contact:
Todd Enders
Research Edge, LLC
tenders@researchedgellc.com
Friday, April 10, 2009
Market Holiday
Good Friday is a market holiday and the US Exchanges are closed. As a result, you will not be hearing from Research Edge today unless we experience an AOP or similar event. There will be no Early Look nor will any of the positions in the Portfolio change.
We will be back for you properly rested and well prepared early Monday morning.
We will be back for you properly rested and well prepared early Monday morning.
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