One of the main Bullish arguments has been that very strong Earnings are not signalling a major slowdown. I find that argument...
Read More
From this week’s Barron’s, comes the latest bit of fiscal dishonesty from the White House: "THIS SPACE...
Read More
The lazy hazy days of summer have given way to the late August doldrums. The heat wave broke, and some nice early fall weather (lo 70s)...
Read More
Richard Donchian began his Wall Street career in 1930. Donchian began writing a technical market letter in 1933, and continued for many...
Read More
Okay, here’s the deal: In 2003, Ricky Gervais (The Office) and Stephen Merchant (his writing partner) made some hysterical training...
Read More
Google has a problem "most companies would love to confront: how to get better returns from investing its cash hoard without being...
Read More
What is the last shoe to fall in a housing downturn? According to Stephen Roach, that would be construction activity. Once we see its...
Read More
Amusing: > This struck me as apropos — and given the big uptick in traffic recently, I get the sense that some newer readers are...
Read More
> Last minute fill in: This morning I’m on Bloomberg TV, from 11:00am to noon, on the show Open Exchange. We will be...
Read More
Marketbeat observes "one puzzle about yesterday’s existing-home-sales data from the National Association of Realtors is that,...
Read More