Good Bank(er) vs. Bad Bank(ers)
Good Evening: Looking a bit winded after its more than 25% sprint off the March lows, U.S. equities had plenty of excuses to pull back...
Recovering from L.A. Trip
Excellent trip to LA — met many terrific folk, ate at many a great restaurant, saw many “beautiful people.” Next time...
The Panic of 2008
The Panic of 2008 Governor Kevin Warsh At the Council of Institutional Investors 2009 Spring Meeting, Washington, D.C. April 6, 2009 ~~~~...
Rally: Too Flashy For Our Liking
David Rosenberg, the soon-to-be former Economist for Merrill Lynch, had a very prescient commentary last week about the 25% four week...
How Over-Extended is FDIC Insurance ?
Very. At least, that’s according to Rolfe Winkler’s analysis of the Depositor Insurance reserve ratio: > Rolfe: [Look at]...
Finding a Bottom for Home Prices ?
I don’t agree with everything David Berson, chief economist of PMI Group, says, but hey, we’re fair and balanced. Berson...
S&P 500 Equity Market Review 4.6.09
Kevin Lane is one of the founding partners of Fusion Analytics, and is the firm’s director of Quantitative Research. He is the main...
The Eternal Optimism of Opening Day
With the S&P’s as of Friday’s close up 26% off the low of 666, it’s fueled the debate of whether the bottom is in...
Earnings Season is Crunch Time
There are lots of reasons for the current rally to lose steam just about now. By many technical measures, it is extremely overbought. On...