As we near the end of the 90 day treadmill called corporate earnings, one theme stands out this quarter from a broad group of companies, both in size, geography, and area of practice. Almost every company conference call we listened…
Ok, I will admit it, I am not one to frequent the malls, especially on the weekend. But yesterday afternoon I found myself, along with my four year old daughter in a local mall, Northpark, here in Dallas, searching for…
The Bureau of Economic Analysis measure of Economic growth in the US, better known as GDP was released this am at a reading of -1%. While any negative reading means contraction in our economy, this reading was far better than expectations…
Not knowinng the rules for FOMC chairman, I found myself scanning the US Government’s website this morning (www.federalreserve.gov) to find out if the Op Ed article that Bernanke sent to the Wall Street Journal earlier this week was published on the…
At this point we have a good idea of what inflation is, why it happens, the leading indicators for, and it’s effects. So in our opinion, and only time will tell if we are correct, here is our probability of coming…
The Consumer Price Index: According to the Bureau Of Labor Statistics which has an excellent webste at http://www.bls.gov What is the CPI? The Consumer Price Index (CPI) is a measure of the average change over time in the prices paid…
Over the last several months we have seen a dramatic market move back to more smart values. But for a moment let’s look a bit deeper and see actually what has happened. If we classify stocks by their bond ratings,…
This is a headline from an excellent AP article this morning. Please remember that the Jobless rate is not a leading indicator of market movement or consumer sentiment. We expect the jobless rate to eventually hit double digits and a…
Russell Napier, former Attorney, researcher, and author of “Anatomy of a Bear” earned our “Ugly” label, not because of his looks, but rather due to his market call. Mr. Napier began his presentation with don’t worry the market will…
Nouriel Roubini, a well know economist, National Bureau of Economic Research staff member, London based Center for Economic Policy Research staff member, former IMF economist, and current professor at NYU earned our stamp of “The Bad” due to his extremely bearish posture. Interestingly…
