Bank of America‘s energy analysts were busy this am; They raised their 2003-2004 oil price forecast to a 19% premium to the First...
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Some interesting articles out today: Bloomberg European Share Rally Belies Economic Growth Slump Aug. 25 (Bloomberg) — Depending on...
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David Wessel of the WSJ wrote: “The argument is simple, convincing — and wrong. Surging growth in productivity, the amount of...
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I’m putting the finishing touches on a huge research piece on Contrary Indicators; It should be released some time after the Labor...
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Boy, when it rains it pours: Thursday’s piece, “Market McGuffins!,” also got nabbed by Barron’s:...
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Last Monday’s piece, “The Job-loss Recovery,” got picked up by Barron’s:...
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The present rally began on March 12. That was a key reversal day, where the markets gapped down hard, only to reverse and go positive,...
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A few quick thoughts re my first K&C appearence: First off, what you see on TV and how people are in real life are totally...
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Just a quick head’s up — I’ll be publicly embarrassing myself this evening on Kudlow & Cramer, CNBC at 8 and 11pm....
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I have a pretty decent quote in this month’s Money magazine (September issue). You can see the web version here: The Return Of The...
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