Why Does -20% = Bear Market?
• Battered by Oil, Dow Touches Bear Territory (New York Times) • Dow Hits Bear-Market Territory (Wall Street Journal) • Stocks Near...
Read It Here First: VIX Says No Panic — Yet
On Monday, we showed a one year chart of the VIX versus SPX. We noted that the VIX had stayed relatively modest, implying that a tradable...
When Does GM Get Kicked Out of the Dow, part II
With GM now at 53-year lows, its time to revisit the question. Back in November, we asked "When Does GM Get Kicked Out of the...
Barrons.com: No War, Economy Expanding
Long time readers know I am a fan of Barron’s, and frequently reference the usually fine Econoday updates of daily economic data....
Let’s Get Technical
Ninety percent of science fiction is crap, but then ninety percent of everything is crap.” –Theodore Sturgeon >...
Not-Quite-a Linkfest
A few projects have blown up this year, demanding a lot of time and attention. From a time perspective, something had to give — and...
Revisiting the Underlevered American Household
Exactly one year ago, my pal James Altucher penned a Real Money article, The Underlevered American Household. I found it perplexing...
Are We Too Gloomy?
That’s the question asked by the Washington Post: "Soft? You betcha. In recession? Quite possibly. And a crisis in the...
Federal Reserve Coverage at WSJ, WaPo
If you missed last night’s discussion of Greg Ip, the WSJ reporter who covers the Federal Reserve, be sure to catch it —...