Lack of planning contributed to chaos in Iraq
An excellent article in the Kansas City Star explaining how a successfully planned and prosecuted war could devolve into such a poorly...
It Really is Different this Time . . .
Whenever this phrase is used to describe stocks, it signals that something bad is about to occur. We use the slogan instead to describe...
Looking forward to the Weekend
Should have a few posts between now and Monday . . . Here’s the first one: Broadband Price Increases? (Not so fast . . . )
New Productivity Paradox
As mentioned earlier, there are very specific factors worth noting that make this modern era (read – post WWII) economic recovery...
How Has This Rally Been Different?
This morning’s comments (download file) were completed before the new Jobless Claims came out; We plan on addressing that issue...
“Not-So-Hidden Agenda”
Not-So-Hidden Agenda: Strategic and Economic Assessments of U.S. led Invasion in the Middle East Pre War Analysis, March 19, 2003...
Yet another Enron whoops!
A report headlined “Enron commits to future in gas pipelines” in the Daily Deal (Thursday, June 24, page 4) incorrectly...
Rally Comparison
Rally Comparison or Fun with Quantitative Analysis How does this rally stack up against the prior 4 since March 2000? We computed the...
Anatomy of a Rally
Anatomy of a Rally: The running of the Bulls in Pamplona – an annual rite of the San Fermin festival since 1591 – arrived a mere...
Deep Impact?
Since the March 12 reversal, the markets have had a “fast and furious” ride, gaining more than 25% in 3 months. Today, we...