Cheapest Stocks in Two Decades based on Flawed Fed Model
There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
Speeding up the Economy
I’m at the Yankee home opener, so I have no idea what’s going on in the markets — but meanwhile, here is a...
Quote of the Day: Jeff Saut
Before I head over to the Yankees home opener, here is a short but sweet QOTD via Jeff Saut (I’ll include his chart relative to our...
Where is the CapEx?
Its been said that all Generals fight the previous war. That tendency is alive and well in corporate boardrooms today — and Capital...
April Linkfest
Helluva week month quarter, Bernie. Markets softened a bit this week, following the prior weeks best-week-in-four-years rally....
Income Gap Continues to Widen
To regular readers of TBP, this is very old news – but the significant play it has gotten recently is not. We started discussing...
The Armageddon Gang
Interesting article in Time magazine, The Armageddon Gang, looking at the uber Bearish crowd. The piece starts out pretty skeptically,...
Friday Night Jazz: Duke Ellington
An excellent WSJ article on Duke Ellington (by Nat Hentoff, former Village Voice music critic) has me all excited about a new box set:...
Final Q4 GDP: Goldilocks has left the building
Markets rallied yesterday morning on the Final GDP data, revised to 2.5% – up from 2.2% Preliminary report (2/28) but down from...