Housing Impact by Sector
While some people inexplicably continue to deny the impact of Housing, the reality-based community is taking the measure of the actual...
DeCoupling US and Global Markets?
Interesting follow up to to our weekend post on overseas markets dragging US markets along with them: Today’s WSJ looks at An...
Earnings Deceleration and Equity Prices
If you believe, as my pal Larry Kudlow does, that profits are the mother’s milk of stock returns, then you should be concerned with...
The End of the Streak
No, not Bill Miller’s streak. As we mentioned back in February, the end of 18 consecutive quarters of double digit year over year...
Cheapest Stocks in Two Decades based on Flawed Fed Model
There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
Where is the CapEx?
Its been said that all Generals fight the previous war. That tendency is alive and well in corporate boardrooms today — and Capital...
What Market Hazards Are Ahead?
It invariably happens that after the linkfest goes up, I discover a killer article that would have been perfect. This piece from...
The Value of Fundie Analysts?
Since we brought up the brewing I/B/E/S Analyst ratings scandal Monday, we thought this an opportune time to revisit some interesting...
Analyst Back Dating Scandal: A Non-Random Walk through IBES...
Blame the professors: Just as the option backdating scandal started with academic researchers noting mathematical anomalies, so too might...
John Dorfman’s 9 Lessons
John Dorfman has been an asset manager for decades and a columnist for Bloomberg since 1997. For his final Bloomberg column, he...