Flow of Funds
Your home work for tonight: Federal Reserve Flow of Funds report. Review the Federal Reserve Flow of Funds. Identify the money market...
Great Expectations
Despite the blowout numbers from Intel, Apple, IBM and Yahoo – and good numbers to come from Merrill Lynch – there is still...
Chart of the Week: Dow short term trend break
The Dow’s trend line from late June to early December has notably accelerated the past few weeks, taking the index into an overextended...
WSJ: “Technology’s roar is back”
Lead paragraphs like this tend to make me a bit nervous . . . Sources: Intel, Yahoo and Apple Post Gains As the Tech Recovery Accelerates...
Cavuto on Fox
I’ll be on Fox news today at 4:15ish (Your World with Neil Cavuto) The topics will be the earnings season, market outlook for the...
Global Synchronized Boom
While some commentators (like Grantham and Allmon) are descively bearish, other observers have a much more upbeat viewpoint. Dr. Ed...
Market Cap as a % of GDP
Here’s a brutal quote from Charles Allmon of the Growth Stock Outlook. I haven’t fisked the numbers, but my gut reaction is...
The Fund Manager’s Dilemma
Pity the poor fund manager: Their job is to invest according to their “style box.” Their difficulties come when their stylistic...
Chart of the Week: Augmented Unemployment Rate
The Augmented Unemployment Rate reflects the discouraged, the underemployed, the part timers. It provides a more helpful macro view of...