The Big Picture

The long awaited rotation from small cap stocks to large cap, from to value from growth, is well underway. This can also be described as...

In the most under-reported story this year, music sales rose this past quarter. For the first time in nearly 3 years, pre-recorded music...

I must have missed this earlier in the week, but Barrons’ picked up the “Retail Snow Job” we discussed last week....

Here’s the best overview on the legal situation, from the always interesting GMSV: “Silly.” That’s how a U.S....

Jobless Claims: -22,000 to 353,000 in 12/13/03 Week I took yesterday off, saw the headline above, and was pleasantly surprised. This data...

A quick follow up to our ongoing retail discussions on discounting and shopping: Knowledge@Wharton, a publication of the Wharton School...

Back in mid-October, we noted that a significant slide in the VIX to the 16s was signaling an imminent short-term correction. That call...

The VIX has not made the same dramatic move down during December that it made in mid-October: VIX (SPX Volatility Index) 3 month chart...

From a new American Express news release. Not only are the bargain hunters out there, they will be “regifting” unwanted...

I previously took issue with the “No retail discounting this Xmas” meme (“Are Retailers playing a game of...