AAII vs II
In contrast to the weekly Investors Intelligence data out yesterday which revealed that newsletter writers are the most bullish since Dec...
King Report:
> Let’s say that an aging baseball slugger who had abused performance-enhancing drugs for over a decade had a horrendous...
FDIC’s Bair: Economy Signaling Improvement
FDIC CHAIRWOMAN SHEILA BAIR TELLS FOX BUSINESS NETWORK THAT COMMERCIAL REAL ESTATE WILL BE A BIG FACTOR IN BANK FAILURES NEXT YEAR...
Steely Dan: Countdown To Ecstasy
Bob Lefsetz is a music industry observer, and publisher of the Lefsetz letter: MY OLD SCHOOL 1 Insiders will tell you the best Steely Dan...
U.S. Consumers, Retailers in a “Death Spiral”
> Source: In the Tank Forever”: U.S. Consumers, Retailers in a “Death Spiral,” Davidowitz Says Peter Gorenstein Aug 27,...
Four Stages of Secular Bear Markets
As promised earlier, I pulled up a chart showing the stages of Secular Bear Markets historically. This fascinating composite chart below...
Commercial paper outstanding jumps
On a seasonally adjusted basis, commercial paper outstanding rose $43.7b, the largest gain since April and was mostly led by the asset...
Cashin’s Acorns
A check on the markets, with Arthur Cashin, UBS Financial Services director, floor operations. Airtime: Thurs. Aug. 27 2009 | :50:0 09 ET
Kass Calls The Top
Doug Kass made a top call this week (mentioned yesterday here). While I disagree with the timing of his market conclusion —...
Economic data
Q2 GDP was left unchanged at -1% vs expectations of a fall to -1.5%. Personal Consumption was revised to a drop of 1% from -1.2% and vs...