Oil briefly broke over $92 this morning. In real terms, Crude remains below its all-time inflation-adjusted high of $101.70 from April...
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An informative pair of charts, via Portales Partners: Remind me again which idiots said that Housing won’t matter to the U.S....
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That’s right, the State Department is now blogging: Dipnote (http://blogs.state.gov/) By my calculations, this means there are now...
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Merrill Lynch’s two top strategists, David Rosenberg Richard Bernstein, both concur that the current backdrop is "highly...
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Look, we have to stop meeting this way. Some half-assed piece of data comes out, the markets spasm, then you want to understand what the...
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First, a quick data check of Existing Home Sales: • Unit sales dropped 8% in September; this is the lowest level in eight years; •...
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My friend Peter Bookvaar of Miller Tabak comments on the recent pop in stocks off of today’s low: "Stocks have bounced on a...
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ginormous version: Worldurlmaps1200.jpg via Strange Maps
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One of the things I have consistently pointed out was that the so-called Housing Bubble was in reality two bubbles: Credit and Interest...
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John Paczkowski used to write "Good Morning Silicon Valley" (He’s now at Digital Daily). Way back when, John created the...
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