The Sweet Spot ?
What is the market’s typical reaction to very strong corporate earnings? That seems like an awfully obvious question, but the...
Chart of the Week: Earnings and Subsequent Market Gains
Dividing the S&P500 earnings gains into quintiles and the subsequent market performance: S&P earnings “Sweet Spot” Source:...
Tower Records Bankruptcy/Reorg
As previously mentioned, Tower files for bankruptcy. Sources: Tower Records, parent seek Chapter 11 bankruptcy Reuters, 02.09.04, 7:20 AM...
Gates to be deposed
Here’s a story that slipped thru the Media net: REDMOND: Gates to be questioned in Microsoft antitrust case Bloomberg News...
Propaganda for Music Lovers
Tonite’s Grammy Awards will feature a propaganda commercial for “whatsthedownload.com.” If you check out the site,...
Barron’s Picks up the Pixar/Disney comments
In poking around Barron’s, I just noticed that their “Hot Research” page picked up our Steve Jobs/Michael Eisner...
Deficits Do Matter
The criticism about the budget deficit from the Right is even stronger than it is from the Left. I guess tales of the death of fiscal...
P2P, free advertising, and Porn
Hey, somebody gets it: In a Sunday NY Times article, the President of Playboy notes the advertising and marketing advantages of P2P:...
The Wrong Spin
Barron’s Alan Abelson does a reality check regarding this recession/recovery cycle: “But what most of the cheerleader crowd...
The Invisible Hand (of Alan Greenspan)
The always terrific Michael Lewis quietly slipped by an intriguing Bloomberg article. Do not miss it. In the piece, titled “Did...