Amusing follow up to WSJ CEO Option Grants Too Fortuitously Timed; See also Mark Cuban’s The Big Lie: CEOs and...
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Very strong existing home sales reported this morning — the immediate reaction was for yields to tick up, and equities to head...
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I’ve been giving additional thought to the Dark Matter debate recently. One of the flaws in the entire concept has been the...
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Markets are making 4 and 5 year highs. The noise out of the talking heads has been anything but bearish. Those who listen to all the...
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Even as the short term firms up, dark portends persist. Today, we review the interim positives – and longer term negatives – as they...
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Birinyi Associates asks: "This Is What A Strong Economy Looks like?" This lends some support that the Fed is closer (than...
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Earlier today, I mentioned economic disparity in passing. Here’s a more in depth take on the subject: Economic Policy Institute...
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You may have missed this over the weekend: The Saturday WSJ reports that "More than $2 trillion of U.S. mortgage debt, or about a...
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Today’s NFP data has the potential of being extremely significant to the market — more so than usual. Why? Blame Interest...
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On Wednesday morn, Doug Kass opined: Fundamentally Speaking The fundamental problems with the market run deep. We live in a world in...
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