Economist hilites
Several worthwhile reads in the Economist: The world suddenly looks bleaker “Unfortunately, there is no one of Mr Rubin’s calibre...
Stimulus Buoyed Wall Street In 3rd Quarter; Can It Last?
I have some comments in an article in today’s WSJ: “Stimulus Buoyed Wall Street In 3rd Quarter; Can It Last?” What...
Tax Cuts: Stock Market vs the Economy II
A few more thoughts regarding the impact of the Tax Cuts on the economy: My analysis suggests the Bush Tax package has emphasized (and...
“It was fun while it lasted”
NYT’s Floyd Norris notes the obvious: Overlooked in some of the analysis at the time was the most obvious fact of all: checks...
Advance decline skew bodes well for the market
On Wednesday, advancing issues beat declining issues by a 4.8-to-1 ratio on the NYSE. It’s worth noting that such a positive skew is...
WSJ: Wall Street Companies Dial Up India for Research Assistance
Another interesting article about the outsourcing/offshoring of white collar jobs: Wall Street Companies Dial Up India for Research...
Good Quarter; Mild Month; Then What?
For the first time in 3 years, the market has put together back-to-back winning quarters. In the third quarter, the Dow gained 3.2%, the...
GMSV: Magnatune (& follow up)
The San Jose Mercury News picked up last night’s discussion of Magnatune . . . (Good Morning Silicon Valley: “The real winner...
Analyst Activism, Anyone?
Merrill lynch’s Steven Milunovich seen dabbling in hubris this morning, as he puts out a scathing “open letter” to...
Take the EU quiz
The BBC has a quiz about the EU: The Brussels brainbuster I got 5 out of 10 right — not bad for a Yank.