Real Estate, Speculation & “Occupancy Fraud”
Today’s WSJ had a run of Real Estate related articles that quite frankly, were rather surprising in their gentle naiveté. The...
The Ticker Tape Parade Indicator
Last week, we discussed how not to get suckered into bad probability analysis when confronted with market history proving this or that...
Money:Tech NYC Conference
As previously mentioned, I am a panelist at the Money:Tech conference today and tomorrow in NYC. (Blogs, Analysts, and the Future of...
Moodys Warning Labels (sub-prime version)
From Tuesday’s WSJ: "In an acknowledgment that the system it used to rate billions of dollars of mortgage-related securities...
Next Question
The cartoon below reminded me of something. About 15 months ago, I penned a post called "Its Still the Economy, Stupid." Now,...
Our Solid Economy
That looks like it’ll work just fine. > The silliest thing about all these reality deniers is that a recession — a normal,...
ISM Services Index: Look out below!
One of the themes we have been hearing of late is that stocks, 10% off of their all time highs, are fully reflecting a recession. That...
The Flawed Fed Valuation Model
There are lots of things that investors believe which I find perplexing. The Superbowl indicator is one, but the oddest to me is the...