Note: This was written Sunday, and scheduled to post later this week — but given the Lehman news, its more timely this AM: >We...
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I’ll have more on the brokers later today, but this is simply an enormous whack: Lehman Brothers to post $3 bln loss; sets $6 bln...
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One of our major themes around here is that investors need to learn to think for themselves. That may be obvious, but...
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In case you didn’t know, Herb Greenberg has retired from WSJ and Marketwatch to go into "private practice." For his final...
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How is this for an odd data point? Bank stocks are no longer the largest industry group in the SPX, having been recently bypassed by...
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Huge, nearly an hour long Buffett video, via Bloomberg: click for l o n g video Billionaire Warren Buffett speaks at a news...
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Last week, Larry Kudlow wanted to look at the SPX earnings ex-Financials. My response: This was like looking at my own baseball hitting...
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Nice Interview with my pal Doug Kass, the "anti-Cramer" in this week’s Barron’s, called " Confessions of a...
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Here’s a fascinating data point: Only 5% of the fundamental research of the brokerage firms is a sell. That’s up from 2% in...
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My friend Paul points to this report by Factset, titled: An oil bubble to rival the internet boom. The difficulty with the bubble...
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