Does GM Hedge?
Why hasn’t GM ever hedged against Oil/Gasoline price increases? Or do they, and we just never heard about it? That question came up...
“Priced out of Brooklyn”
Is NYC a Microcosm of the U.S.? I would never had thought so. Manhattan is totally unlike the rest of the nation. I always loved...
Earnings Continue to Soften: J&J
Add Johnny John to the list of "company specific" shortfalls, as J&J reported their net rose 79% — but on lower...
Markets Now Negative for 2006
click for larger graphic chart courtesy of WSJ > Was it Japan’s Livedoor investigation and market disruption? Iran’s...
The Rising Risk to Earnings
Part III of Cult of the Bear will be out later this morning — talk about fortuitous timing! — and I’ll be on CNBC...
Soft Spots Go Beyond Employment
One of the odder bits of analyses we have happened across over the holidays is this bit of explicative: “Of course employment has...
What Will 2006 Earnings Be Like?
This weeked, Barron’s had an interesting article about upcoming 2006 earnings. Despite its upbeat title (Piling Up the Profits), it...
An Unprecedented Mass of Buybacks
I’m working on the third and final part of the Cult of the Bear, and I was looking for research I thought I posted some time ago....
P/E vs S&P 500 (50 Years)
As promised, today brings us to the 4th in our series of charts: P/E vs S&P500 click for larger chart courtesy of Mike Panzner, Rabo...
Headlines versus Underlying Data
I sometimes think I live in a different planet than some people. My friend Cody, for instance, lives in a very different economic world...