A few Random Items
Random Items • The Story of the Two Things A few years ago, I was chatting with a stranger in a bar. When I told him I was an...
Forbes on Fox
Quick media appearence note: I will be on Forbes on Fox, Saturday (6/12/04) at 11am on Foxnews. Look for the “Makers and...
Reagan’s Centrist Legacy
This week has been an overwhelming, non-stop, televised funeral for President Ronald Reagan. He was a genuinely liked personality, larger...
What’s up with CNBC? ?
What is up with CNBC’s recent programming gyrations? It defies logic. Consider these moves: -Cutting back their top rated (and my...
Gasoline (inflation adjusted)
Gasoline, adjusted for inflation, remains relatively cheap. A gallon still costs less than the same amount of Coca-Cola. That, however,...
An Optimistic Pessimist
Barron’s published an Interview with Seth Glickenhaus — a 90 year old curmidgeon who’s a veteran on Wall Street, whose...
Battleground States Remain Tight
WSJ: “John Kerry’s lead over President Bush has shrunk slightly among the 16 battleground states, according to the latest...
Soulless capitalist pigs
Terrific title for a magazine article in Red Herring: Soulless capitalist pigs: “The greed-is-good, savings and loans scandals of...
Bullish (but Overbought short term)
Last week, we described our bullish stance, and how we came to that posture over the past 6 months. We continue to see the market as...
Chart of the Week: NYSE Member Weekly Buy/Sell
In the week ending May 15, NYSE Member Net Buy/Sell numbers hit a new, all-time net buying high (+741,439,000) This number is greater...