Bad Medicine, part I
On Thursday, I suggested that Warren would step up to the plate and make the tough call: Buffet’s unbelievably success has been about...
The Legitimator!
WSJ: Schwarzenegger Enlists Buffett To Supply Financial Muscle Whether the pun was intended or not (Ah-nold being a bit muscular himself)...
Political Mulligan!
Towards the end of April, we raised the idea of “Economic Mulligan;” The War in Iraq gave the economy a “do over,” rationalizing...
OMB Watch: Disturbing Pattern Emerging on Government Budget...
I do not have a whole lot of familiarity with OMB Watch (described as a “non-partisan nonprofit”), but they raise some rather...
Productivity & Unemployment
After this week’s Fed non-event, comes a busy, back end loaded week of economic releases. Most important to our economic thesis will be...
The Value of Political Polls and trend analysis
Consider these two articles from Business Week: Bush in ’04, Even with This Economy, AUGUST 4, 2003 Suddenly, He’s...
2004 Deficit: $600 Billion+
Stan Collender is managing director of the Federal Budget Consulting Group at Fleishman-Hillard (And the author of The Guide to the...
Howard Dean and the magazine cover indicator
I’ve followed contrary indicators for many years; I even wrote a series of articles on them for TheStreet.com; (Contrary Indicators Tip...
Terrorism Futures Market: Much Ado About the Wrong Thing
This is an early draft of a forthcoming article . . . feel free to send comments here . “The conventional wisdom holds that...
Weekend Reading
NYSE’s Corporate Governance Is Harshly Criticized in Report (requires WSJ subscription) The New York Stock Exchange is coming under...