Upcoming Media Appearances
I just got tagged for 2 TV appearences over the next few days (set your TiVo) On Christmas Day, between 3 and 4pm, I’ll be...
Chart of the Week: S&P500 Barra Value/S&P600 Barra...
The long awaited rotation from small cap stocks to large cap, from to value from growth, is well underway. This can also be described as...
Barron’s Picks up on the “Retail Snow Job”
I must have missed this earlier in the week, but Barrons’ picked up the “Retail Snow Job” we discussed last week....
Court to RIAA: Drop Dead
Here’s the best overview on the legal situation, from the always interesting GMSV: “Silly.” That’s how a U.S....
Retailers Cry “Uncle!”
I previously took issue with the “No retail discounting this Xmas” meme (“Are Retailers playing a game of...
Beyond Punishing Analysts
Floyd Norris has a fascinating article out this morning, titled “Stock Exchange Disciplines Analyst.” Its the story of an...
Dow 10,000 & Nasdaq 2000: Who Cares?
There is this bizarre media fixation on “round numbers” in the market place. How many times have you heard the phrase the...
Chart of the Week: Nasdaq Weekly
Nasdaq’s been the market leader, and its health is an indicator looking forward. The weekly chart shows a major resistance barrier in...
A Tale of Two Employment Surveys
Source: New York Times Who do you believe: The people who write other people’s payroll checks, or the folks who pay themselves?...
Chart of the Week: Gold
Gold has been surging since 2001, and closed over $400 per ounce for the first time since March 1996. Be it terrorism fears, economic...