I get all sorts of emails, ranging from frothing-at-the-mouth Bulls to doom-and-gloomers that make my views look tame. The only...
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Those who have not yet drunken the Kool-Aid are watching with wry amusement the furious spin as earnings continue to come in mixed, with...
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Over the past few years, I have noted (repeatedly) that despite record earnings (Quarter after Q of double digit year-over-year gains),...
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We’ve been watching the firm bid under the market with detached amusement. The liquidity-driven rally is now firmly detached from...
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Despite all the demand for Aluminum and the supposedly robust economy, Alcoa’s number’s were pretty punk Tuesday night. Doug...
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One of the sirens of the Bullish camp is "Stocks are cheap." I hear that all the time, and while I do not find them to be...
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Every good adventure — be it an advertising campaign, religious evangelism, political battle, or even a war — requires a...
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I am not a big fan of share buybacks. I have said in the past that my first priority would much rather be R&D versus a buyback; A...
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Earlier this week, I noted that the Bullish camp likes to trot out the headline earnings data as proof of ongoing economic strength. In...
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Today’s NYT has an article on Inflation, Wages, Income and Corporate Profits. We first started running a chart depicting the same...
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