The Big Picture

I did a video interview yesterday with Forbes’ online unit (you can see the whole thing here). This is what I look like after...

Fascinating analysis by Thomas McManus of Banc of America Securities regarding the cash rich balance sheets — estimated as high as...

Amusing though this is, its the appropriate attitude for Investors and Traders; Indeed, its precisely what colors our prior VIX...

The NYT David Leonhardt overstates the case for Prediction Markets in Monday’s paper: "A kind of futures exchange where...

I rarely disagree with with Mark Hulbert. He’s a longtime observer of the market and its players. Indeed, his tracking service...

I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music...

Paul B. Farrell of MarketWatch reminds us of a good list of strategies, courtesy of Charles Ellis’ classic "Winning the...

> I just noticed that Barron’s picked up Thursday’s Core Prices versus Non Energy Earnings. Only they renamed it...

There’s been a few comments intimating that, well, maybe an Inverted Yield Curve ain’t so bad. I have to disagree in the...

A quick heads up: I will be appearing on a very interesting show today at 5:00pm on CNBC: a full hour long market/economics...