Must Read: Triple-A Failure
Do-not-walk-run to read Roger Lowenstein’s piece coming out in this Sunday’s NYT Magazine about the rating agencies, titled,...
Tracking NAR Spin
Yesterday saw a subtle shift in the reporting of existing home data from the NAR (Existing Home Sales Down 19.3%). While they...
Trimtabs Continues to Abuse Withholding Data
Yesterday’s Gartman Letter (TGL) featured a discussion about withholding tax data (via Trimtabs); I received several questions...
NYU Lecture: Business, Media, and Blogging
I am giving a lecture tonight at NYU’s Stern School of Business on Business, Media, and Blogging. Also appearing will be...
Crude Oil = $120
Well, almost. The May 2008 Futures contract hit $119.90 — that’s the all time high for Crude Oil. > > Here’s a...
Existing Home Sales Down 19.3%
As we noted earlier: As expected, year-over-year sales and prices continue to get punished. The monthly year-over-year existing...
New Column at Real Money (04/22/08)
My latest Real Money column is up, looking at what to expect from the latest home sales data: Existing Home Sales Will Rise: Be Cautious...
Will Existing Home Sales “Inspire False Hope?”
Scott Patterson in today’s WSJ writes: “The housing news has been so grim for so long that investors seize on any data that...