Wall Street Journal Confirms AOL Rumors

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Yesterday’s Wall Street Journal carried an article confirming the rumors I have been writing about concerning major changes at AOL. The most important takeaway is that AOL wouldn’t be considering such drastic action unless the deterioration in fundamentals was accelerating. That means dial-up subscribers are still leaving at a fast clip, broadband subscribers under the […]

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July Model Signals

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Northlake’s Market Cap model completed its transition for July by flashing a large cap signal for the first time since June 2005. As a result, I sold all remaining mid cap exposure dedicated to the ETF rotation strategy, swapping it dollar for dollar to large caps. Specifically, at the open on Monday, I sold the […]

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