The Bubble in Bubbles
There’s a notorious old saying: “Generals always fight the previous war.” It applies just as much to investing as it does to...
Chart of the Week: AnnualGrowth: Mortgage Debt, Real Estate,...
The chart below depicts annual growth in mortgage debt as well as real estate assets, and on the right axis shows owners’ equity as...
2005 Q1 Performance
Some eye opening charts on Q1 2005 performance: >click for larger chart courtesy of WSJ > As NYC Mayor Ed Koch used to say (before...
Cash is King
I meant to post this last night (it went up at RM) but Man, this market cannot hold a bid, can it? I’ve been watching the breadth...
Do fundamentals or emotions drive the stock market?
McKinsey — the fine folks behind some of the worst financial ideas of the past 1/2 century — ask the question: Do...
The Apprentice Investor
I have a new column starting on TheStreet.com. Its called “The Apprentice Investor.” Its a weekly discussion which will...
Bottom Spotting (Or, yet another way to tell if we’re wrong)
Our story so far: Several weeks ago, we noted that Oil was potentially topping in the $57 – 59 area. Our concern was that a...
Chart of the Week: Private Sector Job Creation (2001...
Private sector job creation in the 2001 recession recovery is the worst on record in the post WWII period: Private Sector Job Creation...
Disruptive Use of Net: Peerflix
>I was doing some more research on that large CD Economic analysis (mentioned previously), and I came across an interesting new...
