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....
Jobless Claims Data Gyrate Due To Seasonal Adjustment Difficulties
Jobless Claims: -22,000 to 353,000 in 12/13/03 Week I took yesterday off, saw the headline above, and was pleasantly surprised. This data...
Cherry Picking: The Weapon of Choice for Price-conscious Consumers
A quick follow up to our ongoing retail discussions on discounting and shopping: Knowledge@Wharton, a publication of the Wharton School...
VIX Signal Redux?
Back in mid-October, we noted that a significant slide in the VIX to the 16s was signaling an imminent short-term correction. That call...
Chart(s) of the Week: Vix makes new 52 week lows
The VIX has not made the same dramatic move down during December that it made in mid-October: VIX (SPX Volatility Index) 3 month chart...
Post Holiday Shopping
From a new American Express news release. Not only are the bargain hunters out there, they will be “regifting” unwanted...
Retailers Cry “Uncle!”
I previously took issue with the “No retail discounting this Xmas” meme (“Are Retailers playing a game of...
12 Days? Bah, Humbug
Every year around this time, we get treated to the PNC Advisors 12 Days of Christmas Price Index. Perhaps I’m just a Grinch, but...
An Early Christmas ?
The markets are sure to enjoy the weekend capture of Saddam Hussein. The big market winners in the Middle-East were the Tel Aviv 25 Index...
Bearish yet long ?
Q: How can you be bearish on the overall economy, yet exhort people to stay long? Isn’t that contradictory? A: It comes down to...