Katrina Lowers Year End Expectations
Forget most of what you are reading about the post-Katrina recovery. This is an unprecedented U.S. disaster that will have repercussions...
Predictions and Accountability
I’m a big believer in accountability — both on Wall Street and in D.C. That’s why I admit my (all too frequent) errors...
When to Sell Mutual Funds
Chuck Jaffe of Marketwatch looks at an interesting question: "When should I sell a mutual fund holding?" He notes that the...
Dow Jones Chart (1900-2004)
There is a terrific Dow Jones Chart (1900-2004) for sale at the Minyanville.com gallery. Its along the same concept of a chart we did...
Time to Bet Against the U.S. Consumer?
For at least the past decade, anyone who has bet against the resiliency and unending spending capacity of the U.S. consumer has decidedly...
Earnings or Multiple Expansion?
There’s a fascinating analysis (in Barron’s), looking at S&P500 earnings in a very different way than our prior...
Apprenticed Investor: The Stock Pre-Nup
The latest "Apprenticed Investor" column is up, and its called "The Stock Pre-Nup." Let’s assume you found a stock...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
Sunday Nite Linkfest
I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music...
10 rules to Win the “Loser’s Game”
Paul B. Farrell of MarketWatch reminds us of a good list of strategies, courtesy of Charles Ellis’ classic "Winning the...