If You Blinked . . .
If you blinked, you missed it and that was last week’s 11.1% rise in the purchase component in the weekly MBA data, a 3 month high,...
Jim Welsh Investment letter – April 3 2009
Jim Welsh of Welsh Money Management has been publishing his monthly investment letter, “The Financial Commentator”, since 1985. His...
Voluntary Foreclosure Abatements Ending
So much for voluntary foreclosure abatement: “Some mortgage companies had stopped foreclosing on borrowers as they waited for...
The Big Picture Conference June 3 2009
Here’s some news: TBP will be hosting a conference in NY in June, discussing a variety very fascinating topics with a terrific line...
Surprise! Retail Sales Fall
An anonymous (but known) friend writes me: “I’m watching CNBC for the first time in about two weeks this morning. They seem...
Four Questions about the Financial Crisis
Chairman Ben S. Bernanke Federal Reserve At the Morehouse College, Atlanta, Georgia April 14, 2009 ~~~ I am pleased to have the privilege...
SPX Earnings Changes
Another good chart from Ron Griess of Thechartstore.com, highlighting changes in trailing 4 quarterly earnings of the S&P500: >
How to Puff Up Earnings, Goldman Sachs Style
Leave it to the clever boys at Goldman Sachs to turn dross into gold: They have come up with a way to hide massive losses so clever, it...
4/14 Morning Note
Dan Greenhaus is at the Equity Strategy Group at Miller Tabak + Co. where he covers markets and portfolio theory. He has contributed...
The Wells Fargo (band)wagon
Good Evening: The U.S. stock market was able to shake off an early decline to finished mixed today, as financial stocks continued to bask...