Does the Lousy UK Economy Prove Krugman/Keynes Right?
~~~ Source: Does The UK’s Lousy Economy Prove It? Were Paul Krugman And Keynes Right? Henry Blodget Yahoo Tech Ticker, March 23,...
Revisiting a Bad Trade: Long SPRNG
I woke up this morning to see a new blanket of snow out my window, and a trade I put on last week buried under that snow: Buy Spring...
A soon to be fire out rather than more tinder!?
A soon to be fire out rather than more tinder for spreading is how the markets are perceiving the likely soon to be bailout for Portugal....
Good Windows Machine?
The wife’s iBook is on its very last legs — she uses it for email and NYT crossword puzzles — since I always feel the...
The Seven Immutable Laws of Investing
By James Montier In my previous missive I concluded that investors should stay true to the principles that have always guided (and should...
New Home Sales Notoriously Unreliable
I want to direct your attention at two items related to New Home Sales: The chart below, and a post from 2005: First, the post: New Home...
S&P500 Update
Chart courtesy of FusionIQ > Kevin Lane of Fusion Analytics makes the observation: As seen in the chart above the S&P 500 stalled...
Gary Shilling: The Two-Tier Recovery
~~~ Source: “The Two-Tier Recovery”: Why Most People Are Not Feeling It, Gary Shilling Explains Stacy Curtin Yahoo Tech...
New Home Sales awful but I say good, again
Feb New Home sales, a measure of contract signings of new homes, totaled 250k, the lowest on record dating back to 1963 and 40k below...