Um, no: Perhaps the headline writer meant that the May reading of 49.6, as compared to the prior month’s reading of 48.6, was an...
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Via Doug Kass, comes this list of bad dope by the punditocracy, including analysts, strategists, and T-heads. These are a cautionary...
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If you haven’t read the Kate Kelly’s fantastic 3 part WSJ series about the Fall of Bear Stearns, you are missing out. (I...
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In case you didn’t know, Herb Greenberg has retired from WSJ and Marketwatch to go into "private practice." For his final...
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I’m a macro guy; that means I try to see the world from the 40,000 foot view. I look for big themes, long arcs, threads that run...
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Hey, I thought that the glut of foreclosed homes had driven U.S. home prices down so much that buyers were jumping back into the market?...
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Quite a while ago, I had an interesting conversation with a smart fundie manager. We had opposing views about many things. In particular,...
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Every time I think to myself, "Tonite is the night I might actually strangle this bastard with my bare hands," he goes and does...
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>If you missed last night’s Kudlow & Co., you can see the video here. While readers discussed the pros and cons of the...
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My pal James Pethokoukis is a 2002 Jeopardy! champion — so I don’t lightly challenge his knowledge of either the esoteric...
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