U.S. consumer sentiment unexpectedly dropped in a mid-April reading, suggesting that concerns about the war in Iraq have been outweighing...
Read More
Bill Gross answers the question: “Just how overvalued are U.S. Treasuries?” “Put the proper upside or downside of this...
Read More
Jim Picerno has a good post on inflation over at The Capital Spectator (MONEY, OIL, ECONOMICS & THE SEARCH FOR THE BOTTOM LINE):...
Read More
We quoted Ned Davis in Friday’s commentary. He has a full interview in Barron’s today. Ned is always worth reading; He has a...
Read More
IBM has a good first quarter, reaffirms guidance for the year, meets all expectations – it then sells off. SanDisk met top line...
Read More
The S&P 500 continues to struggle at a 50% retracement level (blue line and red arrows) from the 1999 highs to the recent lows. This...
Read More
Today’s Jobless claims rose by new filers 30,000 To 360,000. These numbers were surprising to many. Those readers lucky or smart...
Read More
Check out Michelle Leder’s weblog Footnoted Michelle wrote the forensic accounting tome “Financial Fine Print:Uncovering a...
Read More
More commentary on the spike in consumer prices, via today’s NYT: “Consumer prices jumped much more sharply than expected in...
Read More
Interesting technical take in Barrons this weekend — Looking for the clues of a topping process: “As always, one of the...
Read More
