Bernanke admits a ‘lapse’
Interesting admission from Fed Chair Ben Bernanke: "Federal Reserve Chairman Ben Bernanke admitted Tuesday to Congress that he made...
WSJ column on “Bears on Street”
Last week, I noted there’s an old expression on Wall Street: "They don’t ring a bell at the top." ...
Read It Here First: Owners’ Equivalent Rent and Inflation
Over the weekend, we discussed the various "shills and montebanks are coming out of the woodwork to proclaim — once...
If Banks Were Musicians . . .
This ranks as my favorite commentary this week, via Bloomberg’s Mark Gilbert: If Banks Were Musicians, Citigroup Would Be...
Kudos to WSJ on Options Investigation
As yet another fraud investigation ramps up, and executives get fired, and indictments will soon get handed down, the WSJ deserves kudos...
Bulls & Bulls, Take II
That didn’t take long at all, did it? Last week, I jokingly referred to the notion that the Tax Cuts Crashed Market. It was a...
BizWeek on Big Oil
Interesting cover story in Business Week on "Why You Should Worry About Big Oil." Before anyone leaps to the wrong contrarian...
Froth? Systemic Bullish Bias? Naaaah
Whenever anyone asks me why I don’t run more Bullish commentaries, I give them a three part answer — a) one the time is...
A few words about Louis Rukeyser
In this age of shout TV, it is almost impossible to imagine a gentleman like Louis Rukeyser even getting on the air, no less getting his...