Housekeeping: Site Suggestions
A couple of house-keeping items: At the end of last year, I asked readers for suggestions for the site. Quite a few of you responded....
Cisco Technicals
Cisco gapped up over $1 (6.5%) at the open, based on their earnings. A 3 year chart shows the breakout in 2003, the subsequent breakdown...
Consumer grows increasingly levered
We’ve addressed this issue previously, but Doug Kass summed up the specifics perfectly: The facts are indisputable – the...
The Risk to Equities from Rising Rates
If risk-free returns on CDs have been returning performance equivalent to risk-laden returns on S&P500, the question some investors...
iPod Price Cuts
As if their dominant position wasn’t already giving everyone else in the industry fits, Apple goes and introduces a 1 Gig nano,...
Still Short Gold . . .
Gold got slapped around pretty good today — down $19. As I mentioned last week, I am short Gold for a trade. This was strictly a...
Government Budget Number Crunching
I do Larry Kudlow’s show whenever he asks, and while I am certainly not the political wonk he is, I do keep track of the budget...
Unemployment Levels and Labor Participation Rate
Yesterday, we discussed the lack of wage inflation and all the slack in the Labor market. To really understand how little "[wage]...
State of the Union: Not Very Happy
I normally don’t "do" politics, except where it intersects with the Economy and with Markets. As such, I expected last...
The Street Get Inflation Exactly Backwards
One of the odder aspects of analyzing the economy and capital markets comes when you reach a significant disagreement with the mainstream...