Mid-Week Reading
See if you can spot the theme: • Matt Taibbi: Why Isn’t Wall Street in Jail? (Rolling Stone) • Michael Lewis: All You Need to...
Shutting Off the Internet
How Egypt Disappeared From the Internet > click for larger graphic > Source: Egypt Leaders Found ‘Off’ Switch for Internet...
Fed Worries about “Fewer People Looking for Work”
Fed Worries about “Fewer People Looking for Work” February 16, 2011 David R. Kotok > “Following the loss of about 8-3/4 million...
FOMC minutes bore, inflate away seems the goal
Minutes from the Jan FOMC meeting said the “economic recovery was firming, though the expansion had not yet been sufficient to...
Apple’s Subscription Morass
Watching a sure-footed product company like Apple grope its way through the subscriptions morass, you would think that we were on...
Another Look at Rally Intensity
Over the past few weeks, we have taken several looks at the duration and intensity of this rally (see this, this and this). The following...
The Cocktail Party Market Indicator
Excellent take from former Magellan fund manager Peter Lynch: “If the professional economists can’t predict economies and...
Economic data
Higher headline inflation finally showed up in core PPI as it rose .5% m/o/m, the fastest pace since Oct ’08 and the y/o/y core...
Market Overview Video
I just recorded our FusionIQ Market Overview, discussing the S&P 500 (still in bullish channel) NASDAQ (also bullish), Transports...