Downsizing America Here is a new fact of life: America’s economy is getting a little smaller. This “shrinkage” is likely to be a secular... Read More
The Week Ahead The Week Ahead in Europe 2/6/2009 Financials take center stage in Europe, as Barclays is set to report quarterly results. Later in the... Read More
Technical Perspective – Initial Resistance Levels for... Analysis and Discussion with Phillip Roth of Miller Tabak & Co. (Final Word) Bloomberg, February 07, 2009 Read More
Sam Zell’s Commercial Real Estate Debacles (by City) via NYT > Source: Sam Zell’s Empire, Underwater in a Big Way CHARLES V. BAGLI NYT, February 6, 2009... Read More
Large vs Small Bank Lending I found this quote from Adrian Van Eck to be rather intriguing: “Did the Fed get the result it desired from shoving rates down like... Read More
GDP Adjusted per Capita Bob Bronson observes: “GDP charts showing instead of -3.8% for 4Q it was -4.8% when properly adjusted for both the business cycle... Read More
Investing via Media Market Timing Yesterday, I discussed why the Barrons vs Cramer debate was irrelevant, and why people should never invest based on what they watch on... Read More
Will Retailing Ever Fully Recover ? “A lot of them are gone for good. The age of the U.S. and world economy being driven by the U.S. consumer may be in the past. We... Read More
Stimulis: Because all economies have performance issues Are you an economy with performance issues? If you find it hard to achieve and maintain growth, maybe Stimulis is right for you. Take... Read More
Earnings Cyclicality This chart suggests that earnings sure are cyclical via Chart of the Day Read More