Political Futures, Revisited
There’s an interesting collection of links and data points over at Chris. F. Masse’s blog, looking at the most memorable...
How to Use Earnings as a Buy Signal
I’ve been having an interesting discussion with my friend Tony Dwyer of FT Finacial over the impact of year-over-year changes in...
Exit Strategies
I wanted to take a moment to talk about exit strategies. There’s alot more to this than a brief blog post has room for, so I plan...
Number of Legal Downloaders Doubled in 2004
The Online Reporter is a terrific Tech/Media/Entertainment journal that does a grat job covering the intersection of these areas. If you...
The Ugly Divorce of FM Radio and the Music Industry
Excellent discussion over at A/V revolution by Jerry Del Colliano on the The Ugly Divorce of FM Radio and the Music Industry. My favorite...
Why I Don’t Do Social Networking Sites
Time for a bit of a rant: "Its not you, it’s me" So said George Costanza, and I second the notion. Please do not...
Presidential First Year and Market Performance
Not to pick on Kenneth Fisher, but lets play an analytical game: How many reasoning errors can you find in this article from Fisher in...
VIX Needs a Friend
A quick note on Harry Schiller’s interesting and thought provoking article on the VIX at RM: For a buy indicator, few things in...
Waiting for Kedro
One of the highlights of my weekend is Professor Paul Kedrosky’s Sunday morning linkfest. (yes, I know, that’s kinda...