The Great Vista Inspired PC Boom (or not)
A few weeks ago, we sent to subscribers a warning that all is not well in techland, especially with Microsoft. It is now published on the...
Overstock.com
I have, for the most part, avoided the Overstock.com controversy. Herb Greenberg and Jeff Matthews have done yeoman’s work on...
Quote of the Day
Today’s quote of the day comes to us via John Hussman: "If the parents or the children of Wall Street analysts were to ask for...
Homebuilders: Earnings & Prices
One of the weaker arguments mustered by the Real-Estate-has-bottomed crowd is the move off of the lows by the homebuilders. "Look...
How Do You Define Your Reality?
I come at the markets and investing from several distinct perspectives: As a Trader, as a Strategist/Economist, and as an Asset Manager....
Q4 Earnings Drop Below 10%
With 362 S&P500 companies reporting Q4 earnings, year over year growth is now 9.3%. An interesting take on this how earnigns are...
Earnings Streak Snapped; How Pricey Are Stocks?
My nomination for the greatest story never told is this under-reported tidbit, via AP: "For America’s top 500 companies, the...
Earnings Season Progressing Nicely
Last week, we looked at how S&P500 companies were doing earnings wise via Birinyi Associates. The numbers were a touch soft (see...
Earnings Season Getting Underway
Earnings season gets under way this week, and so far we’ve seen less "earnings beats" than in prior quarters since the...
Blogger’s Take: Q4 Earnings
Welcome back to Blogger’s Take: Each week, we ask a timely and relevant question, and post a paragrpah or three from our pool of...