Economists versus Strategists
True story: I get a call from an institutional client of the firm; Runs a bunch-o-money in Europe. He notes that a lot of my recent...
Giving the benefit of the doubt to the Bears
James “Rev Shark” De Porre writes a nice trading diary for TheStreet.com’s premium product, RealMoney.com. He had some...
The Amazing Disappearing Tax Revenue
The Amazing Disappearing Tax Revenue Officials, Economists Ponder Whereabouts by Jonathan Weisman Washington Post Staff Writer Saturday,...
Defense Spending ?
As we discussed previously (Economic Data Imperils Rally), the bulk of Q2 GDP growth was in defense spending; Here’s Steve...
Mutual Fund Round Up
Lots of interesting Media coverage of mutual funds lately; Here are 4 worth reading: WSJ: Latest Dividend-Fund Boom Could Be Boon for...
Enron untouched in fight against corporate fraud
Kudos to The Financial Times for a story which seems to have been mostly forgotten by much of the American media . . . Enron untouched in...
Bond Market Slams on the Brakes
Get thee over to WSJ.com right now and read the terrific piece Aaron Lucchetti put out this AM. (I’m not saying that just cause he...
More lag . . .
Source: Business Week Another bad data point separating this recession/recovery cycle from most of the prior ones . . .
Economic Data Imperils Rally
The market has been stuck in a holding pattern following an impressive 3 month move off of the March lows. Whether the end of this story...
Terrorism Futures Market: Much Ado About the Wrong Thing
This is an early draft of a forthcoming article . . . feel free to send comments here . “The conventional wisdom holds that...