Projected Impact of Nader on Close States, 2004
Our previous electoral discussion was based on Zogby polling data, with a minimum of political analysis. Let’s look at similar...
K&C, Mankiw Post Mortem
Before I get into the details (ala Mankiw) a quick word about tonite’s appearence: This was my first “remote site”...
K&C Tonight
A quick heads up: I was supposed to do K&C Thursday night, but just got tagged for tonite — CNBC at 5:10 – to 5:30. Also...
Read it here first: Equity Fund Flows
We’ve been discussing mutual fund inflows for quite some time. That’s now found its way into the mainstream media....
The Next 6 Months
Given the rotation the market has been enduring lately, we thought it might be helpful to assess where the major indices are at present,...
Chart of the Week: Oil Service Index
The Oil Service Index (OSX) remains one of the stronger groups. Its chart suggests that the index is bumping up against resistance at the...
Francois Trahan: Today vs One Year Ago
Louis Rukeyser’s Wall Street‘s guest this week was Bear Stearn‘s strategist Francois Trahane. Trahane presented a...
Presidential Elections and Economic Modeling
Economic modeling is far more Art than Science. I know, cause I do it for a living. You set up your parameters (which builds in your own...