We have long used this platform to provide a reality check on some of the questionable errata we hear from various entities. It seems...
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I stumbled across a fascinating history of indexing in San Francisco magazine. It begins with an amazing discussion of how Google...
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Several readers (and Peter Bookvar) have suggested going to the Cleveland Fed CPI data: According to the Federal Reserve Bank of...
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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...
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I must admit to being baffled by yesterdays’ Retail Sales Data. I am as guilty as anyone else of having selective perception; Like...
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The WSJ noted that, according to the Money Fund Report newsletter, "Investors to money-market funds added $21.26 billion in the week...
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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...
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Economist and Freakonomics author Steven Levitt guest on the Colbert Report:
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David Leonhardt gives the business to a topic we have covered several times here: What is really going on with residential real estate...
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On CNBC, the pundits are talking about how the most recent spate of data has put Goldilocks scenario in danger. I must admit to finding...
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