The Sordid Truth About Inflation
With PPI out today, and CPI out tomorrow, inflation will be on Trader’s minds. Now is as good a time as any to update our thinking...
Global IPOs 2006, by dollar volume
Continuing on our international theme from yesterday, there was a fascinating piece of infoporn in today’s NYT: IPOs by...
Earnings Season Begins
Earnings season begings in earnest this week, with several majors reporting. There’s a nice preview at the public site of the WSJ:...
Contrarian Approach to Investing
"Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally." –John...
World’s Assets Hit Record Value Of $140 Trillion
This is one of those charts — call it infoporn — that us junkies find so very telling: Notice that Asia, for its its...
Oil Plunge: Good for Retail, Bad for Earnings?
After starting the year in a funk, Markets have rallied on Crude dropping to 19 month lows. Dropping oil prices are a double edged sword:...
Bullish on the Dow?
According to Merrill Lynch’s Richard Bernstein, the Q4 rally in stocks was deceiving. As reported by Minyanville’s Kevin...
NAR: Home Prices Seen Rising in ’07
"After bottoming in the fourth quarter of 2006, existing-home sales are forecast to gradually rise through 2007 and into 2008, while...
March 2003 – January 2007 Dow Gains
On Monday, we looked at the Nasdaq, and noted that most of the gains over the past 4 years came in 2003. Today, we look at the Dow...
Phantom Rebound in the Housing Market
Dan Gross had a good Sunday Times piece on a favorite subject of ours: The Phantom Rebound in the Housing Market. Not surprisingly, it...