Weekend Linkfest
• Consumer Spending, Personal Income, Credit Card "Issues" a rather unpleasant look at the state of the US...
NYT shines some sunlight on the worst of Wall Street
The NYT has been all over Wall Street lately: criticizing its product offerings (SPACs), mocking its hedge fund managers (too arrogant),...
Weekend Linkfest
Well, good Saturday morn to y’all. Its been a while since I posted a weekend linkfest, end of Summer vacation, and travellin and...
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...
Housing Market Gives Cooling Sign
I love beating the WSJ: In Friday’s paper, the article Housing Market Gives Cooling Sign covers many of the issues we touched upon...
Ben Stein: Wrong About Earnings
The (unfortunately under-rated) Dylan Ratigan is hosting Kudlow & Company tonite, and one of his guests was Ben Stein. I’ve...
Oiloholics
The Economist has a telling cover this week: Here’s what The Economist had to say: "The best long-term solution—for America...
Global Investors Gobble Up Mortgage-Backed Securities
Front page story in yesterday’s WSJ, titled " Housing-Bubble Talk Doesn’t Scare Off Foreigners." Funny thing is,...
Mis-Leading Economic Indicators
Surprise! The revised Leading Economic Indicators increased. As we previously mentioned (Juiced Data), this fantasy-based indicator...
Read it here first: Real Estate Begins to Cool
As we noted in our commentary on Monday — Real Estate Begins to Cool — there are several signs that the most robust sector of...