That didn’t take very long, did it? Last week, we discussed Citibank’s Panic/Euphoria chart in A Full Year of Panic ? (I...
Read More
I have a new column up at TheStreet.com, titled The Street Gets Inflation Threat Backwards. It is an expansion of a few recent...
Read More
"Exxon Mobil spent more money in 2005 buying back stock than it did on capital spending, exploration and research and...
Read More
On Wednesday, we noted that the consumer had become increasingly leveraged. Yesterday, we looked at the relationship between consumer...
Read More
Monday’s discussion of the BusinessWeek cover story on "Economic Dark Matter and Why the Economy is Stronger than You...
Read More
Its astonishing how prescient the Onion parodies have been over time: This one is from February 2004 — 2 years ago . . . >...
Read More
This is becoming a regular gig: Today’s show is Kudlow & Company, CNBC today at 5pm. We are scheduled to be...
Read More
Yesterday (via Doug Kass), I noted that the Consumer had grown increasingly levered. Why is this so important? Because of the...
Read More
This evening, I read Michael Brush’s column Americans Still Have Saving Grace. He argues that "Are we really dipping into our...
Read More
One last government spending post for the day: Pork The amount of money spent on pork barrel projects — special state or...
Read More