I am a news junkie. I think that’s fairly apparent to readers from the weekend linkfests. And, despite the fact that I have warned...
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Earlier today on Real Money’s columnist conversation, Tony Crescenzi noted earlier that "It would be extraordinarily unusual...
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There is a fascinating article in today’s WSJ about a contentious valuation debate: Homebuilders judged by their book value. What...
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The Real Money column I mentioned Friday has been moved to the (free) The Street.com side: Nine Stocks for Playing the Long Side Safely...
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I have a new column up at Real Money: Nine Stocks for Playing the Long Side Safely It is based on our response to a request from research...
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There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
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In 2000, the market cap weighted S&P500 camouflaged the underlying weakness in the broader market. Investors focused on the indices...
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My nomination for the greatest story never told is this under-reported tidbit, via AP: "For America’s top 500 companies, the...
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Fascinating stuff: Carl Størmer points us to this amazing map of the United States. Each state’s economic output is analogized to...
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This quote is typical of sell side rationalization: “One of the things that makes this market confusing is that some valuation...
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