The Big Picture

A fund manager of my acquaintance — who has been short and is just killing it lately — writes in: NYT: Stocks bounced...

For those of us who dwell in that hypothetical construct known as reality, the following E.L. Doctorow keynote address — critical...

Welcome to the second half of 2008. We begin the second half pretty much the same way we finished the first half: Equities under...

Bloomberg headlines look less than cheerful as another wicked day lining up in the markets:

We looked at what Murdoch was altering at the WSJ not too long ago in Murdoch’s WSJ Changes Creates Opening for NYT, FT. Rupert...

Interesting looking book flagged by the WSJ, called Confessions of a Subprime Lender. The story is told by Richard Bitner, who founded...

In the beginning of June, I noted that Lehman Brothers (LEH) was reiterating a sell signal on the Fusion IQ ranking system. So too was...

As per our earlier discussion: We know health care costs have skyrocketed, that education costs are through the roof, and that Housing...

Fascinating read in the August edition of Vanity Fair: They wades into the"Did short sellers kill Bear Stearns" (BSC) debate:...

Portfolio has an interesting discussion on what they term the “He-Said-She-Said” economy: “Inflation, energy, home...