priced in?
“Economic data finally starting to support a market that has rallied significantly off the lows. However since the market discounts...
Dow 10,000 and “Buy & Hold”
Follow up to “The Very Very Long Term” A few articles were the prime motiviation to my looking at a logorithmic DJIA chart...
Looking at the Very Very Long Term
The Really Big Picture: When was the last time you thought about the long-term history of the market? We sometimes forget about that...
Random Items
As Interest Rates Rise, How Will Stocks React? (WSJ sub req’d) Creative destruction (and the labor market) Bulls and Bears Dig in...
Top picking ? No.
Its a pleasure to read someone who makes the occasional astute observation: “Saying we’ve gone too far, too fast’...
Little Bitty Cisco
Jesse Eisinger slams Cisco: “The way Wall Street eyes these things, including the liberal use of the words “pro forma,”...
Pace of U.S. Layoffs Spikes in October
“October is traditionally a tough month for American payrolls and one in which pink slips proliferate, but last month was worse...
Election-Year Markets Can Fool You
Interesting article regarding markets in election years (we mentioned this here and here last week). EXCERPT: One year before the next...
Follow Up GMSV Predictions
Last year, I contributed a forecast — one of a series — to Good Morning Silicon Valley. Its kinda interesting looking back at...
Can you grow GDP 7+% but not create jobs?
Interesting historical analysis over at “its the economy.blogspot.” The sizziling 7.2% GDP motivated Teddy to look through...