Part II of the Paul Desmond Q&A is posted at thestreet.com (free) This is the half that really focuses on market tops. If you read...
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Part I of the Paul Desmond Q&A is posted at thestreet.com (free) This is probably the coolest thing I’ve done at The...
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Back on June 1, 2005, Dallas Fed President Richard Fisher told CNBC: “We are clearly in an 8th inning of a tightening cycle, and we...
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Are Bears really more rigorous than Bulls? I don’t know the basis of that statement, but I hear it alot, most recently from Jim Cramer....
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Small World: On Saturday, I mentioned problems with Citibank’s Panic/Euphoria sentiment measure. Then, I discussed the work of...
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As long as we are discussing fund/portfolio management today, have a read what Paul Farrell had to say in his Guide to Winning...
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There is a terrific PDF (warning — its 105 pages) on the Seven Sins of Fund Management. It is a behavioural critique by James...
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I have a new column up at TheStreet.com, titled The Street Gets Inflation Threat Backwards. It is an expansion of a few recent...
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"Exxon Mobil spent more money in 2005 buying back stock than it did on capital spending, exploration and research and...
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On Wednesday, we noted that the consumer had become increasingly leveraged. Yesterday, we looked at the relationship between consumer...
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