Yes, its that time again: Another non-farm payroll has rolled around. Consensus is for 205,000 new jobs. As I did last month, I am taking...
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Someone on Kudlow’s show misquoted me on Monday (Larry?), and I wanted to get this specific data correct and distributed. The...
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Back in November 2004, I mentioned that The Street.com was takeover bait, following the Dow Jones purchase of Marketwatch. I wanted to...
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Last night, I disagreed with Larry about the meaning of earnings and the relative importance of energy and commodities. Instead of...
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How is it possible that many of the year-to-date gains for the major indices – excepting the first weeks’ run up – have been all...
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File this one under anecdotal signs that things have gotten a bit frothy. Under IPOs, consider: • A few months ago, investment-banking...
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Over the past 3½ years markets crawled higher, we have watched the gradual but steady build up of bullish expectations. You can see it...
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Interesting discussion this morning on earnings expectations and subsequent market performance. It seems that after several years of...
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On Wednesday morn, Doug Kass opined: Fundamentally Speaking The fundamental problems with the market run deep. We live in a world in...
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Yesterday, I asked a benign question over at RM’s columnist conversation: How much of this selloff is really...
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