The long awaited rotation from small cap stocks to large cap, from to value from growth, is well underway. This can also be described as...
Read More
Drink with Europeans! has been relocated to essays & effluvia here.
Read More
Harsh words from billionaire hedge fund manager George Soros. In an Atlantic Monthly article, “The Bubble of American...
Read More
The first corporate casualty — as in death — appeared in the expanding mutual fund scandal. It was reported yesterday that...
Read More
“Suppose you were an idiot. And suppose you were a member of Congress. But I repeat myself:” Despite the ever widening...
Read More
The usually conservative minded Barron’s has an article this weekend well worth perusing for you economic history buffs — See...
Read More
Interesting article regarding markets in election years (we mentioned this here and here last week). EXCERPT: One year before the next...
Read More
“Senator, I served with Jack Kennedy Ronald Reagan. I knew Ronald Reagan. Ronald Reagan was a friend of mine. Senator, you’re...
Read More
That’s the question Robert Redford asks no one in particular at the end of the movie “The Candidate.” (Redford plays a lawyer who...
Read More
A few more thoughts regarding the impact of the Tax Cuts on the economy: My analysis suggests the Bush Tax package has emphasized (and...
Read More