Your personal inflation rate
I have long railed against many of the absurdities associated with modern Inflation reporting. Let’s take a closer look at some of...
Earnings Season Getting Underway
Earnings season gets under way this week, and so far we’ve seen less "earnings beats" than in prior quarters since the...
Overvalued, Overbought, Overbullish
John Hussman puts the smackdown on the "Stocks are cheap here" thesis so popular amongst certain types of analysts:...
Margin Debt, part II
We mentioned earlier the recent rise in Margin. Have a look at the following chart: NYSE Member Firm Margin Levels Sources: Bloomberg,...
Margin Debt Up 22%
I’ve been meaning to get to this for some time: Rising Margin Debt. As markets have risen, the effect on investors has been to...
The Sordid Truth About Inflation
With PPI out today, and CPI out tomorrow, inflation will be on Trader’s minds. Now is as good a time as any to update our thinking...
Global IPOs 2006, by dollar volume
Continuing on our international theme from yesterday, there was a fascinating piece of infoporn in today’s NYT: IPOs by...
Earnings Season Begins
Earnings season begings in earnest this week, with several majors reporting. There’s a nice preview at the public site of the WSJ:...
25 Possible Surprises in Store for 2007
Doug Kass puts together a terrific list each year. They are thought-provoking, and truth be told, kinda fun. These are just the...
Contrarian Approach to Investing
"Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally." –John...