A surprising article in the Times yesterday: Silicon Valley, despite the overall surge in the economy, has not had as much in the way of...
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Despite the continued negative news flows and slacker summer attitudes on trading desks, the markets have been holding up fairly well....
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“Monetary policy is easy and by one measure has gotten easier,” according to Deutsche Bank. DB notes “Against the backdrop of an...
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Today’s commentary will be less notable for what we say, and more for what we won’t say. We’re not going to pound the table, saying...
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Inflation is not exactly a major issue right about now . . . Core CPI Inflation (Quarterly Change, annualized) click for larger chart...
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Herb Greenberg nails a glaring issue in balance sheet shenanigans: “Let me tell you what drives me nuts: The lack of...
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We discussed “The Peter Lynch Methodology? (Not so fast)” in December of last year. Thanks to the diligent work of Ernie the...
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Seriously: Is there anyone on the planet doesn’t know that rate increases are coming? We can fight over 1/4 point versus 1/2 point....
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We’ve been talking about Money Supply quite a bit lately. Mark Hulbert makes the case that, sans seasonal adjustments, the Money...
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Some naming errors: “PepsiCo’s “Sierra Mist” drink would never work in Germany, because “Mist” in German means...
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