More on the lack of true demand from the corporate sector: “The recent pickup in spending on networking equipment – the...
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I’ve been meaning to follow up on a terrific article from the WSJ last week, titled Why Analysts Aren’t Sure The Bubble Has...
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One of the interesting aspects of the strategist’s job is the ever-present question: “Why is the market doing X today?” Brokers,...
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Nasdaq remains trapped within a relatively tight range, having held yet again in the pivotal support zone. Note this is the first break...
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CD? No, DVD! Yet another explanation as to why CD sales have been slumping over the past 3 years: DVDs. It’s pretty obvious to any...
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Oh, about that whole “Please help us, our industry is being killed by illegal file sharing? Sorry, our bad:” “With...
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Last Summer, while flicking around the dial, I happened across an utterly fascinating Bill Moyers interview on PBS with Niall Ferguson...
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Yet another comment in our continuing series as to the real reason CD sales have been slowing: I harp on Radio consolidation for a...
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Simple analysis: the 2004 Presidential election will turn on economic issues — notably, jobs. Complex analysis: While a number of...
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Occasionally, we can learn something profound about the nature of rallies by looking at market internals. When combined with other data,...
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