The Big Picture

My colleague Charles Nenner has been painstakingly analyzing data, some of which goes back hundreds of years. (I will make these...

OK already! This is the unusual research (previously mentioned) under investigation: The announced end of publication of the M3...

Some recent events have led me to do some unusual research on several Federal Reserve policies. Putting the research aside for the...

Last May 2004, we detailed the research of Kenneth H. Thomas (Wharton Finance Lecturer), titled "Fed Chief’s Calendar Includes...

There’s an interesting analysis out of Europe, titled Capacity in the hedge fund industry. The firm Watson Wyatt asks "Can the...

Given yesterday’s monster $66B Trade Deficit (see chart below), perhaps its time to look at some other factors that might be...

On Wednesday night, Larry asked me what the 2005 elections might mean to the Markets; I think my answer surprised him a bit: If his...

Don’t say Sony wasn’t warned: The DRM Rootkit (we first discussed it here, and it was widely analyzed here) has now...

Does this sound at all familiar to anyone else? A foreign investor, flush with cash thanks to recent economic shifts, begins buying...

A quick heads up: I will be on Kudlow & Company tonite at 5:45 pm. Its for a single segment, just big Larry and I, talking about the...