The Wall Street core-inflation index
How much of our belief systems are a result of our personal situation? Barron’s Alan Abelson channels David Rosenberg, Merrill...
There They Go Again: NRF Redux
I nearly spit out my iced coffee when I saw this cross the tape: "With record temperatures across the nation making headlines, many...
1. Earnings 2. Reaction 3. Guidance
We are about halfway through earnings season, and it looks like another quarter of double digit year-over-year earnings growth. This now...
Fear vs. Fundamentals
I received this "informal note" from the Chief Economist of a mid-size, well known firm (it went out to institutional clients...
Housing downturns: “longer and deeper than...
Barron’s Alan Abelson discusses one of our favorite subjects: the Housing slowdown. In particular, note the commentary from...
The Impact of Variable Rate Mortgages
We noted earlier in the year (here and here), that the $2 trillion in mortgage resets won’t impact the consumer as much as many...
Coming Soon: Return of the Linkfest
Yes, after a vacation induced hiatus, the linkfest will return later this weekend. I put the l-fest together all week; As I process all...
Zidane vs Chirac
I don’t know if this is real or photoshopped, but it is simply too funny not to post: It certainly looks real relative to this...
Top Industries: Revenue Gains
(This was mid-post when typepad went down yesterday — the links seem to have problems — I’ll fix when possible) Very...