Categories
Articles

Insider Buying & S&P Intrinsic Value

Categories
Articles

The Market and The Economy Diverge

Categories
Articles Video

Berkowitz, Tilson, Rieder & More at The Harbor Investment Conference

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