Earnings or Multiple Expansion?
There’s a fascinating analysis (in Barron’s), looking at S&P500 earnings in a very different way than our prior...
Apprenticed Investor: The Stock Pre-Nup
The latest "Apprenticed Investor" column is up, and its called "The Stock Pre-Nup." Let’s assume you found a stock...
Light Blogging Ahead
Light blogging ahead: A project I am working on has me travelling to L.A., San Francisco and Palo Alto over the next few days. Very...
Even More LEI silliness
An emailer (who insists on anonymity) asks: "Aren’t you done Bitch-slapping the Conference Board yet?" Umm, no....
Global Investors Gobble Up Mortgage-Backed Securities
Front page story in yesterday’s WSJ, titled " Housing-Bubble Talk Doesn’t Scare Off Foreigners." Funny thing is,...
Pinched at the Pump ?
For those of you who still doubt that consumers are being pinched at the pump — assuming yesterday’s Existing Home Sales and...
A Brilliant Idea!
I have a fantastic idea, and I only hope that the Institute for Supply Management (ISM) and The National Association of Realtors...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
Chart of the Week: Walmart Relative Sales versus Gasoline Prices
Over the past decade, when gasoline prices have been falling, year-on-year same-store sales gains at Wal-Mart have tended to outpace the...
Today’s Music and Film Posts
Today’s Music and Film posts are going to cover a lot of ground — its more a round up than a specific rant (you can see...