What’s your timeline?
One of the questions I get all the time is: “Are you Bullish or Bearish?” I know that its bad form to answer a question with another...
September 11
I decided not to address the issue of 9/11 in today’s Market Commentary. Several of you have asked why, and in brief, I have...
Grasso versus the Nasdaq
Compare the 2 charts below. I find it fascinating — and perhaps not coincidental — that Dick Grasso’s compensation...
The $200 Million Dollar Man
Let me get this straight: NYSE chairman Dick Grasso, whose been under fire for recieving an outrageous pay package of $140 million...
Do fundie guys make market calls?
If you’ve been paying attention, you may have noticed a lot of the fundamental analysts’ recent upgrades. I get a very real...
Contrary Indicators 2000 – 2003 Bear
To download file, right mouse button click over one of the following links below, and select: “Save Target As” (Apple users,...
Roach Lite
9:27 (Dow Jones) It seems Stephen Roach, the Morgan Stanley economist, has been relatively quiet of late, but the payrolls report...
Embarrased by the States, the Feds Get Ready to Indict Ken Lay
The WSJ has an article out this morning worth perusing: “Probe of Enron Ex-Officers Intensifies” Isn’t it funny, that...
Shell Shocked CEOs
The economy continues to improve. Inventories are low, GDP and Productivity strong; Industrial metals are up. Money Supply is still...