Categories
Articles

Berkowitz on Sears Asset Value

Categories
Articles

Housing, Employment & Chemical Index Point to Continued Expansion

Recession calls will once again be proved false……

Categories
Articles

Howard Marks’ Latest

Categories
Articles

Housing Starts Reaction Indicative of Negative Mood

Categories
Articles

WSJ’s Sloppy Job on Houston’s Housing Market

I’d like to say I am surprised but I’m sadly not.

Categories
Articles

Hines and Jacobs Ask for Virginia & Delaware Supreme Court Opinion

Categories
Articles

Davidson and Cooperman on the Market

Categories
Articles

The “Madness of Crowds”

Categories
Articles

Elizabeth Warren Doesn’t Let The Facts Get In The Way Of A Good Rant

For my money Warren is demonstrates everything that is wrong with Congress and is as dishonest, probably more than anyone there.  She typically relies solely on populist rhetoric that is well, factually false….

Categories
Articles

ACAS Solicits Offers

This has been a long time coming……

Categories
Articles

Employment Surges…..Expansion Continues

Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.

Categories
Articles

Relationship Between US Manufacturing and Yuan/US$ Exchange Rate

Categories
Articles

John Mills: “Credit Cycles and the Origin of Commercial Panics” from 1867

The more things change they more they stay the same….

Categories
Articles

ACAS Repurchases 8% in Q4

40% of the stock repurchased so far and Elliot involved.

Categories
Articles

Less That 5 Days Excess Supply A “Glut” ?

I know of no other commodity known to such hyperbole as oil is…..from “peak” to “glut” in a couple years… I think I heard recently we were “choking on oil”