The Big Picture

Payrolls rise for the 3rd consecutive month; Net job creation will start occurring when the change in payrolls is plus 200,000. Change in...

Last week, I referenced an article — “Need a New Barometer for Stocks? Try the Price of Oil” — which discussed...

20k since July 2003. Very, very cool. Thanks to all who posted comments. We went from neglible hits per day to about 500 and rising. (I...

Barrons Gene Epstein makes an interesting observation regarding the recent jobless stats. He notes that extrapolating these numbers from...

Forbes on Fox went pretty well — too short to intelligently discuss equities — and they came in way too close — so I...

I will be appearing this weekend on Forbes on Fox. 11:00am – 11:30am Saturday Morning November 8, 2003. Its on right after Cavuto...

“Economic data finally starting to support a market that has rallied significantly off the lows. However since the market discounts...

Follow up to “The Very Very Long Term” A few articles were the prime motiviation to my looking at a logorithmic DJIA chart...

The Really Big Picture: When was the last time you thought about the long-term history of the market? We sometimes forget about that...

As Interest Rates Rise, How Will Stocks React? (WSJ sub req’d) Creative destruction (and the labor market) Bulls and Bears Dig in...