Musings

Occasionally we find ourselves with a number of topics which are all important, but do not provide the basis for a full column.  These "musings" are still highly recommended for your consideration. James Hamilton at Econbrowser takes a look at the unusual movements in InTrade’s prediction market contract for a recession in 2008.  He correctly […]

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“Sticky Sentiment”: Part Two

Market sentiment is an important variable both for traders and investors.  Simply put, if nearly everyone is bullish, who is left to buy?  If there is a high level of bearish sentiment, asset allocations can shift to stocks both rapidly and dramatically. Readers of "A Dash" know that we use different measures of sentiment for […]

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Housing Problem: What Inning is It?

Are we the only ones getting tired of the "What inning?" question?  When we think baseball, it is better to enjoy the early success of Chicago’s two teams, especially the suddenly slick-fielding White Sox. For several months financial television asked everyone about recession chances.  Prior training or experience not required — all opinions welcome. The […]

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Doug Kass on Housing Predictions: An Update

At "A Dash" we have frequently cited the work of Doug Kass, a colleague at TheStreet.com.  Even before we contributed to RealMoney, we were paying customers to get Doug’s work.   We found it to be a source of trading profits, as long as you understood the perspective. We were therefore a bit surprised when Doug, […]

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