Money:Tech NYC Conference
As previously mentioned, I am a panelist at the Money:Tech conference today and tomorrow in NYC. (Blogs, Analysts, and the Future of...
Moodys Warning Labels (sub-prime version)
From Tuesday’s WSJ: "In an acknowledgment that the system it used to rate billions of dollars of mortgage-related securities...
Next Question
The cartoon below reminded me of something. About 15 months ago, I penned a post called "Its Still the Economy, Stupid." Now,...
Our Solid Economy
That looks like it’ll work just fine. > The silliest thing about all these reality deniers is that a recession — a normal,...
ISM Services Index: Look out below!
One of the themes we have been hearing of late is that stocks, 10% off of their all time highs, are fully reflecting a recession. That...
The Flawed Fed Valuation Model
There are lots of things that investors believe which I find perplexing. The Superbowl indicator is one, but the oddest to me is the...
Open Thread: Financial Analysts
There’s an old joke on Wall Street: Analysts: You don’t need them in a Bull market, you don’t want them in...
All Me, All the Time: Briefing.com
I have a few longer posts and analyses in the queue, but for today, its gonna be way too much me. The latest is via Briefing.com: Blog On...