. We’ve addressed this several times over the past year: Initially, last January (Is the balance of scientific power...
Read More
. John Dorfman published a must-see year-end portfolio checkup at Bloomberg. Its good, common sense advice for those investors who manage...
Read More
.Our comments yesterday on threats to the rally ("Will the Grinch Steal X-Mas?") were picked up Barron’s. Catchy headline...
Read More
With the high spirits and good cheer of the holidays comes the overwhelming temptation to regress to clichés. We have been Bullish since...
Read More
Raymond James’ Jeff Saut writes: “Historically interest rates had very little impact on the operating margins (a/k/a, profit margins)...
Read More
. “Data are the most valuable commodity to any investor. Before anyone can make a statement like "The market went past its 200-day...
Read More
. Alan Abelson points to an interesting chart from Trevor Greetham, Merrill Lynch’s chief of global asset allocation. It shows the...
Read More
The Businessweek forecasts for 2005 are up. Here are my numbers: DJIA: Midyear 11,707 Yearend 9,703 S&P 500: Midyear 1,324 Yearend...
Read More
The first Wall Street Journal/NBC News poll since Bush got re-elected finds that public opinion remains rather skeptical about any shifts...
Read More
.The squeeze on margins caused by rising commodity prices, combined with price sensitive consumers has created an inability for companies...
Read More