How is it possible that many of the year-to-date gains for the major indices – excepting the first weeks’ run up – have been all...
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As of yesterday’s close, the year-to-date gains for many of the major indices – excepting the first week run up – have been...
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One last piece of not-so-anecdotal evidence: We have previously mentioned the relative outperformance of low quality stocks. What...
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File this one under anecdotal signs that things have gotten a bit frothy. Under IPOs, consider: • A few months ago, investment-banking...
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Just a quick note: despite all the red on your screens, the selling seems to be on rather modest volume. That suggests more of a buyers...
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We started beating the M3 drum back in November 2005. It seemed to us — on the basis of the rapid increase in M3 versus M2 alone...
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>Floyd Norris wades into the Unemployment debate. Over the weekend, the NYT columnist compared the current unemployment figures...
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Does April have ides? I’m not sure. March certainly does, and while April 15 may not forewarn the death of Caesar, it is a day that...
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Doug Kass published a terrific column — a list of sorts — of his investment tenets. The concepts that form the basis of...
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The WSJ discusses one of the nasty side effects on Mortgages and Real Estate of rising rates and slowing real estate: Delinquencies and...
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