Is an Economic Recovery Already Priced In?
More than half the companies in the S&P500 have reported earnings so far, and but for a few notable exceptions, earnings have been...
Chart of the Week: Capacity Utilization
S&P 500 earnings (blue line) have been rising despite the continued decrease in capacity utilization (gold line). Earnings vs....
MIT’s legal alternative to file-swapping
Here’s a clever way around the file sharing conundrum: Essentially a streaming audio over cable (similar to a Satellite Radio, only...
Bush’s Reagan Moment?
“Senator, I served with Jack Kennedy Ronald Reagan. I knew Ronald Reagan. Ronald Reagan was a friend of mine. Senator, you’re...
3 Peaks and a Domed House ?
I use a variety of methodologies in my work. Charts are absolutely one of the essential tools I use. However, the way I apply of...
Second Half Recovery
A very funny economic related 404 message regarding Second Half Recovery. Hat tip to Trader Mike
VIX follow up II
This is a more formal follow up to the VIX piece from last week: Since our VIX discussion last week, market complacency has led to an...
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Earnings misses give cheerleaders pause
Its dumbfounding to watch a bunch of last week’s cheerleaders do a 180 degree spin and lament the recent earnings misses. While...