There is a closer relationship between annual index changes (from the same month a year earlier) and year-ago changes in sales...
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Star Fund manager John Paulson isn’t buying the worst-is-over stuff so common amongst the data-free punditry: "Although...
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One of the fun things about publishing regularly is that on rare occasion, you get to coin a phrase. Publish enough and eventually one of...
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I mentioned earlier the "anonymous" book Bear Trap. A few additional details have come to light, and they are worth sharing:...
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> I am outta here, off to the big Kansas City Shadow Fed/Maine Fishing Trip. Last year’s trip was a blast, and you can see...
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We have been noting that earnings expectations are way too high for the second half of the year (Q3 +20%, Q4, +50%). It turns out that...
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From Canada, who may end up being more Capitalist then us Socialists in the USA: Two major related threats loom over the world economy:...
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There were a sew of articles in the papers today about just how much money those damned shorts are making! First up, the WSJ, who looked...
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Every time I read an article like the one below, I get a flashback to that scene towards the end of Animal House, when Kevin Bacon...
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It looks like we have mixed evidence as to whether last week represented a Capitulatory low. My best guess is that last week will be an...
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