Let’s call this a “tale of 2 different Money Supplies,” told graphically. China’s Money Supply, in raw percentage...
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Random Items • The Story of the Two Things A few years ago, I was chatting with a stranger in a bar. When I told him I was an...
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Quick media appearence note: I will be on Forbes on Fox, Saturday (6/12/04) at 11am on Foxnews. Look for the “Makers and...
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This week has been an overwhelming, non-stop, televised funeral for President Ronald Reagan. He was a genuinely liked personality, larger...
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What is up with CNBC’s recent programming gyrations? It defies logic. Consider these moves: -Cutting back their top rated (and my...
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Gasoline, adjusted for inflation, remains relatively cheap. A gallon still costs less than the same amount of Coca-Cola. That, however,...
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Barron’s published an Interview with Seth Glickenhaus — a 90 year old curmidgeon who’s a veteran on Wall Street, whose...
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WSJ: “John Kerry’s lead over President Bush has shrunk slightly among the 16 battleground states, according to the latest...
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Terrific title for a magazine article in Red Herring: Soulless capitalist pigs: “The greed-is-good, savings and loans scandals of...
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Last week, we described our bullish stance, and how we came to that posture over the past 6 months. We continue to see the market as...
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