This weeks Barron’s has an interesting chart from Sy Harding. If you are unfamiliar with Harding’s work, have a look at his...
Read More
My latest Real Money column, "Ignore the Pundits — Katrina Will Hurt" is posted. It is loosely based on Thursday’s...
Read More
The aggregate headline economic data shows things are not all that bad, and the recovery is proceeding modestly along — why then,...
Read More
Some nice comments from Briefing.com: Thoughts From Maxim Group: The always astute, not to mention witty, Barry Ritholtz notes that...
Read More
Barron’s ran with last Thursday’s Katrina Lowers Year End Expectations in the online edition (That makes two...
Read More
As long as we are pulling out the key graphs from that Rydex pdf, here’s another interesting chart: > Historical Betas of...
Read More
The previous chart reveals the long standing secular moves of the markets; What’s an investor to do during one of the long periods...
Read More
Yet another look (see prior takes here and here) at the concept of market cycles. The past century shows alternating Bullish and...
Read More
Guess what happened as Gasoline prices soared last week? We used 4% less than the prior week — with a travel holiday...
Read More
Forget most of what you are reading about the post-Katrina recovery. This is an unprecedented U.S. disaster that will have repercussions...
Read More
