Wall Street Positioning for Year End Rally
As Quarterly reporting begins in earnest – 100+ S&P500 firms are releasing numbers this week – we expect the Street to begin...
Chart of the Week: Presidential Incumbent Approval Level (2001...
The intractable problem of polling sampling error and bias continues to be an issue for those investors trying to track possible outcomes...
Pools of Ignorance
Some of our recent comments about the Presidential Futures were picked up by Business Week. The ubiquitous excerpt: The underlying thesis...
The Bush vs. Kerry Ratio revisited
Last month, we looked at the Bush vs. Kerry Ratio. It’s a chart maintained by Martin Pring, a highly regarded market chartist....
GOP Pickup in Congress?
Provocative discussion in last week’s Barron’s, predicting GOP pick ups in both the House and Senate: “THE STATE OF THE...
Ignore the Cheerleader-in-Chief
My latest Street.com column is up: “Ignore the Cheerleader-in-Chief”. It is a slightly cynical look at the Fed Chief’s...
Electoral College Votes over Time
Via electoral-vote.com, comes this interesting chart of how the electoral landscape has changed this campaign season: click for larger...
Causation & Correlation: Gasoline vs. Incumbency
With the debates now behind us, investors can expect to hear a spate of “suspect” theories from political analysts assessing each...
Chart of the Week: Gasoline $ versus Incumbent Approval Ratings
For those of you who would like a simple thesis for predicting the outcome of the election – one that is both highly correlated and...
TiVo DVD-R $399
Last year, we noted that DVD recorders were in the ~$500 price range, and predicted that when prices dropped below $200, they would...