I’ve been none too kindly to Easy Al this week. Between his Humphrey Hawkins testimony, Al’s confusing cause and effect of...
Read More
Consider the following quote from Fed Chief Greenspan’s testimony to Congress: The strong gains in productivity, however, have...
Read More
A NY Times article on advertising and branding looks at the possible namimg combinations of a newly merged “Comcast Disney.”...
Read More
The definitive trashing of Disney CEO Michael Eisner comes not from the WSJ or the NYT, but rather from the left coast: The L.A. Times....
Read More
On Wednesday, Alan Greenspan went to the 2nd happiest place on Earth: The U.S. Congress. It is a land where you get to spend other...
Read More
We revisit this chart (shown previously), which starkly presents the evidence of why this recession/recovery cycle is so very different...
Read More
Not a good thing: “The government’s credibility is extremely important, and I assume therefore, so is the president’s,...
Read More
Comcast announces a $66 Billion dollar hostile bid for Disney. This raises several interesting issues:...
Read More
Nonfarm Payrolls (% change from recession end) Source: Chart of the Day, February 10, 2004 We’ve been saying “It Really is...
Read More
What is the market’s typical reaction to very strong corporate earnings? That seems like an awfully obvious question, but the...
Read More
