The Big Picture

Interesting concept — culling the non-MSM info sources for key data, sentiment and regulatory info. Back in 1998, my pal Jeff (then...

Inflation has best showing in 3 years The Economy’s Quickening Pace So said the headlines. Even as hopes for a Fed rate cut faded,...

Welcome back to Blogger’s Take: Each week, we ask a timely and relevant question, and post a paragrpah or three from our pool of...

We mentioned earlier the recent rise in Margin. Have a look at the following chart: NYSE Member Firm Margin Levels Sources: Bloomberg,...

I’ve been meaning to get to this for some time: Rising Margin Debt. As markets have risen, the effect on investors has been to...

This is a first: Tonite at 6:30, I am appearing on PBS’ Nightly Business Report with Paul Kangas and Susie Gharib. Tonites subject...

Nice calendar of Economic releases from Econoday (no subscription required):

With PPI out today, and CPI out tomorrow, inflation will be on Trader’s minds. Now is as good a time as any to update our thinking...

Back in the studio tonite, at 5:00 – 5:45 pm. The topics will include earnings, as well as the market rally, Intel,...

Doug Kass has an interesting discussion on the iPhone over at Street Insight today (Editor: its now on the free site). In it, he...