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Category: Articles
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Why The Pessimism??
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“Surprising” Jobs Report?
“Surprised”? Not if you’ve followed these pages for the past year or more… Today’s jobs data reflects on Wednesday’s post
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AIG Warrant Adjustment
“Free” stuff that increases our productivity (email, google maps, google search, twitter, stocktwits, customized news aggregators etc etc) are not counted in the official government numbers for “productivity”.
All but one state saw gains in October and gains are spread across all sectors
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PMI Measures “Feelings” Not Hard Data
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Are The Saudi’s Overproducing Oil?
Short answer? No
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The Dollar Will Return to Trend
The long term the trend is down….and that is not a bad thing
Hoping your day is just fantastic
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S&P 500 Intrinsic Value Update
There really is no reason for the Fed to hold off on rates hikes
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