Seems Like Old Times?
Back in the bad old days of 2001/2002, earnings seasons was a source of endless angst and despair. Analysts had been excessively...
Chart of the Week: Leading Economic Indicators
Notice how over the past half century the lead time this indicator has given prior to a recession and related market sell offs. Leading...
Secular Centrist
What do y aknow — turns out I’m a Secular Centrist: Secular centrists like you tend to be: Strongly supportive of gay rights....
The Number
A hedge fund manager friend pointed me to this post from Mark Cuban’s blog. Its his forward to the book “The Number,”...
Sentiment Slides
U.S. consumer sentiment unexpectedly dropped in a mid-April reading, suggesting that concerns about the war in Iraq have been outweighing...
Bill Gross: Treasuries Overvalued
Bill Gross answers the question: “Just how overvalued are U.S. Treasuries?” “Put the proper upside or downside of this...
Inflation — Fed ‘Mission Accomplished?’
Jim Picerno has a good post on inflation over at The Capital Spectator (MONEY, OIL, ECONOMICS & THE SEARCH FOR THE BOTTOM LINE):...
Ned Davis interview in Barron’s
We quoted Ned Davis in Friday’s commentary. He has a full interview in Barron’s today. Ned is always worth reading; He has a...
Dow Jones picks up earlier comments.
This mornings comments, That Don’t Impress Me Much, got picked up by Dow Jones Market Talk: So Much Good News… “IBM has...
That Don’t Impress Me Much
IBM has a good first quarter, reaffirms guidance for the year, meets all expectations – it then sells off. SanDisk met top line...