A short list: • The Energizer Rally: Contrarian analysis continues to reach bullish conclusions (Marketwatch) • Which Came First:...
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In 2 weeks, we will be in Dallas and Austin (the week of November 2nd). I am looking forward to checking out our new office in Dallas,...
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It’s not easy being a book publisher. In most other media businesses, high demand gives you pricing power. You pay full-freight to...
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Here is an update from my earnings and revenue cheat sheet and the trends still remain similar to Q2 in that most companies are beating...
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Earlier today, we noted that the seasonality effects of Housing were re-asserting themselves. This is a very different phenomena than the...
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From a major NY trading desk: European markets opened a few points above flat, fell by nearly -1%, and have since rallied back to the...
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As we warn year after, Housing is extremely seasonal. This part of the calendar is expected to slip straight thru to January —...
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In contrast to the Reserve Bank of Australia, the Bank of Canada decided to keep rates at the historical low level of .25% and the...
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Sept PPI fell a sharp .6% vs expectations of flat and the core also unexpectedly fell .1% vs a forecasted rise of .1%. The headline drop...
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> Fascinating look via a study by Pew Research Center’s Project for Excellence in Journalism, on how well the Media did in covering...
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