Anticipating the Kremlinologists dissecting of the Fed Statement: via Yahoo...
Is the Fed a Leading or Lagging Indicator?
That’s the question for today: Is the Fed an Indicator that leads the market, or do they lag? That question was provoked by...
Anti-Bubble or Anti-Inflation?
As we have been discussing for some time, Real Estate remains the most robust sector of the economy. It also reveals the reason why the...
Despoiling CD artwork
Who are the warning labels on CDs geared to? Consider this for a moment, if you will: Isn’t warning the people who...
Will April Showers Bring May Flowers?
2005 has unfolded quite differently than many expected (us included). Weakness hit the Markets immediately, with the major indices down 3...
Chart of the Week: China M2 Money Supply vs. Chinese GDP
Is China a leading or lagging indicator? (Possibly both). China M2 Money Supply vs. Chinese GDPclick for larger chart Source: Michael...
Sell in May (but don’t go away) Part II ?
Last year about this time, we discussed why the seasonality trade might fail: Sell in May (but don’t go away). We could see a...
Sjuggerud’s 12 Rules of Investing
12 Timeless Rules of Investing 1. An attempt at making a quick buck often leads to losing much of that buck. • The people who suffer...
Hedge Fund Assets
Another interesting graph from Mike Panzner: click for larger chart Hedge fund assets, as a percentage of total assets under professional...
A few items worth reviewing
Its a rainy day here in the NorthEast, so for those of you who remain tethered to your computers over the weekend awaiting a change in...