Going Critical with Niall Ferguson
Last Summer, while flicking around the dial, I happened across an utterly fascinating Bill Moyers interview on PBS with Niall Ferguson...
Radio Consolidation and CD Sales
Yet another comment in our continuing series as to the real reason CD sales have been slowing: I harp on Radio consolidation for a...
What Will Determine the Outcome of the 2004 Election
Simple analysis: the 2004 Presidential election will turn on economic issues — notably, jobs. Complex analysis: While a number of...
Reluctant Buyers on Strike at Nasdaq
Occasionally, we can learn something profound about the nature of rallies by looking at market internals. When combined with other data,...
Chart of the Week: Nasdaq Support
NASDAQ closed right near minor resistance just above 2,020. Secondary and more important resistance for this snap back rally would occur...
Cyclical bull, secular bear market part II
Some more excerpts from Technician Walter Deemer from Barron’s. Q: How do we know this is the lower high for the Nasdaq? We know...
CD Sales Rise as Economy Recovers
The economy slows, CD sales slow. The economy recovers, CD sales recover. If I am going too fast for you with this complex and...
NYTimes on Job Creation: Yes! No! Maybe!
In an apparent bid to completely confuse their readers, the NYTimes today has 3 separate stories on lagging job creation and the economic...
UK Protectionism for Music Retailers
We mentioned recently that U.K. had record breaking CD sales in ’03 — up 7% year over year (“UK Albums Have a Record...
Structural Decay
We continue to observe weakening pockets in certain sectors of the markets. Momentum continues to fade. In particular, the Nasdaq has...