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Subs: Auto Sales & The Business Cycle

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Rail Traffic Grows

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Rising Rates Do Not Support Major Correction

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Time to Register for the NYC Value Investing Congress

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Are Higher Mortgage Rates Bad for the Economy?

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The Private Economy is Doing Just Fine

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Emerging Markets & The S&P 500

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Response to Gigaom Coverage on CRM

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CRM Still Thinks -1 + -1 = 2

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Auto Sales & Employment Update

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S&P Fair Value Update

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New Consoles To Drive Dagger Through Gamestop’s Main Profit Center (2ND UPDATE W/MICROSOFT COMMENTS)

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Housing Thoughts & New Home Supply Sinks to 4.1mos

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Rail Traffic Update

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Housing Update

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