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...
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...
The Fortress Top?
Earlier today, Doug Kass was calling today’s opening surge the "Fortress Top" as the hedge fund Fortress (FIG) went...
A Glut of Liquidity?
We’ve heard the word "Liquidity" bantered about incessantly over the past few years. The Economist looks into exactly...
Global Credit Crunch?
Surprisingly strong words out of Merrill: "Merrill Lynch has warned of a global credit crunch as central banks in Europe and Asia...
Various Looks at Sector Performance
I was chatting with Michael Panzner about the relative performance of numerous sectors since the market top in 2000. In addition to being...
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...