The Economist has a telling cover this week: Here’s what The Economist had to say: "The best long-term solution—for America...
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There’s a fascinating analysis (in Barron’s), looking at S&P500 earnings in a very different way than our prior...
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The latest "Apprenticed Investor" column is up, and its called "The Stock Pre-Nup." Let’s assume you found a stock...
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Light blogging ahead: A project I am working on has me travelling to L.A., San Francisco and Palo Alto over the next few days. Very...
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An emailer (who insists on anonymity) asks: "Aren’t you done Bitch-slapping the Conference Board yet?" Umm, no....
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Front page story in yesterday’s WSJ, titled " Housing-Bubble Talk Doesn’t Scare Off Foreigners." Funny thing is,...
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For those of you who still doubt that consumers are being pinched at the pump — assuming yesterday’s Existing Home Sales and...
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I have a fantastic idea, and I only hope that the Institute for Supply Management (ISM) and The National Association of Realtors...
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One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
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Over the past decade, when gasoline prices have been falling, year-on-year same-store sales gains at Wal-Mart have tended to outpace the...
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