Some of the recent Housing data has been “encouraging:” • Sales for existing homes rose in November for the second straight...
Read More
As sub par as Retail sales were this holiday season, the Media coverage was even more disappointing. Perhaps I shouldn’t be so...
Read More
Tales of Inflation’s demise have been greatly exaggerated. PPI — the prices for finished goods, not raw materials —...
Read More
We have long used this platform to provide a reality check on some of the questionable errata we hear from various entities. It seems...
Read More
I stumbled across a fascinating history of indexing in San Francisco magazine. It begins with an amazing discussion of how Google...
Read More
Several readers (and Peter Bookvar) have suggested going to the Cleveland Fed CPI data: According to the Federal Reserve Bank of...
Read More
In the end of November, (at the premium site) we did an analysis on the Dow Transports (you can see it here). Classic Dow theory states...
Read More
I must admit to being baffled by yesterdays’ Retail Sales Data. I am as guilty as anyone else of having selective perception; Like...
Read More
The WSJ noted that, according to the Money Fund Report newsletter, "Investors to money-market funds added $21.26 billion in the week...
Read More
I get all sorts of email. Some of it, I simply do not know what to do with. I respond to polite requests, I look at suggested specific...
Read More