M. Kevin Flynn CFA
Lexington, Massachusetts
info@AvalonAssetMgmt.com

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2012-2013 Annual Review & Outlook

2012

2012 Third Quarter Review & Outlook

2012 Second Quarter Review & Outlook

2012 First Quarter Review & Outlook

2011

2011 Annual Review and Outlook

2010

2010 Annual Review and Outlook

2009

2009 Annual Review and Outlook

Articles of Note

How Germany Can Save the Euro. 21 MAY 2012. SeekingAlpha.com
Amazon is Overvalued and on the Wane. 11 MAY 2012. Fool.com

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  • Don't Buy The Dip Yet - Sell The Bounce May 23, 2013
    By Kevin Flynn:When I wrote last week that it was safe to sell, I should perhaps have checked the options tables first. Although the S&P index options that are favored by the institutional set were heavily tilted in favor of calls, the options on the SPY ETF were massively imbalanced in favor of puts. Over two million put contracts by my count went to ze […]

Avalon's MarketMinute

May 19, 2013: A Peak, Not a Parabola

twitter: KF_Avalon

  • Year-to-date, #neworders for biz invstment up 1.8% yr/yr, shipments up 1.2%. In real terms, very close to flat (possibly less). #economy KF_Avalon, 12 hours ago
  • Does @Bloomberg understand diffusion surveys? European services didn't "rise more than expected," they declined less. KF_Avalon, 2013/05/23

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BLOGROLL

Gillian Tett - FT
Vito Racanelli - Barron's
Gretchen Morgenson - NYT
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