Barron’s Picks up the Pixar/Disney comments
In poking around Barron’s, I just noticed that their “Hot Research” page picked up our Steve Jobs/Michael Eisner...
The Invisible Hand (of Alan Greenspan)
The always terrific Michael Lewis quietly slipped by an intriguing Bloomberg article. Do not miss it. In the piece, titled “Did...
The Capital Spectator
Jim Picerno is the host of The Capital Spectator (Tagline: “The Search For The Bottom Line“). In addition to posting a very...
‘A New Kind of Workforce’ Emerges
“It’s gone on way too long to be temporary,” said John E. Silvia, chief economist of the fixed-income division of...
Time: Not on the Recording Industry’s Side
Amongst the many many reasons for the decrease in CD sales are the many new (and exisiting) interests competing for consumer’s...
Chart of the Week: Nasdaq Support
The Nasdaq has pulled back about 140 points over the past 7 sessions – about 6.5%; Looking at near term support, we are about ¾s...
Uh oh: Forbes Cover Screams “Tech is Back!”
Uh oh: a breathless business magazine cover, extolling the virtues of technology stocks, after a 57% rise? This is “Not a good...
Contrary Indicator: The Donald!
Dorsey Wright Associates has an interesting observation regarding the magazine indicator and the Donald: “Donald Trump may well be...
Chart of the Week: Money Supply
Money Supply has been one of the components of the massive stimulus this market has enjoyed. We see that since peaking in the 3rd Q 2003,...
Why the unemployment rate is really higher than it looks
Huzzah! I am an emerging blogger. Dan Gross’ Moneybox column in Slate gives big ups to the Big Picture. Dan referred to our clear...