With the Nasdaq down 1.56% intraday, and the NDX 100 off more than 2%, its time to revisit the issue of sector selection. We noted...
Read More
Big announcement next week (finally!) on the research product; Here’s a quick look at the graphic design:
Read More
Yesterday’ 1/4 point rate hike was no surprise . . . but the thought processes behind it may be. Consider the conundrum left to Ben...
Read More
The original Fed statement is here; The WSJ Parses this statement with last month’s: THE FED’S STATEMENTS reflect how the...
Read More
How bored am I waiting for the next Fed Statement? This bored: To Pause or not to Pause, that is the question: Whether ’tis nobler...
Read More
Early this morning, I caught a few minutes of Stephen Moore’s Supply Side arguments on CNBC re Tax Cuts. Rather than discuss what...
Read More
Interesting cover story in Business Week on "Why You Should Worry About Big Oil." Before anyone leaps to the wrong contrarian...
Read More
This is a last minute substitute: Today’s Kudlow & Company, is on CNBC today at 5pm. I’m scheduled to be on...
Read More
With last night’s announcement from Dell, the streak remains alive. Intel, Microsoft, eBay, AOL, and EMC – big cap tech has not been...
Read More
Mike Panzner observes: "Over the course of the current tightening cycle (comprised of 15 rate hikes beginning in June...
Read More