It’s fun to look up old quotes, especially the silly ones. I replayed a golden oldie today myself. But there is no comparison between 2000 and 2006 when it comes to market fundamentals of the economy and corporate profits. Those of us who look at forward earnings and interest rates got it right in 2000 […]
There is an excellent way to cut through the misleading commentary about the Fed. You will learn a number of useful facts, and feel less nervous about what Fed Governors say. Not only that, it is an enjoyable way to spend a couple of hours. Read Laurence Meyers book, A Term at the Fed. You […]
As I write this, Erin Burnett is leading a CNBC discussion about the possible strength of tomorrow’s employment report, especially given the strong forecast released yesterday by ADP. If it is a strong report, everyone will speculate about the likely implications for the next Fed meeting. We’ll probably see something like the following discussion of […]
Readers of "A Dash" will already be familiar with much of Jack Miller’s list of things he knows. It is worth looking at these items as a collection, and also considering his conclusion. A strength of his approach is that he thinks about the relative value of various asset classes. Link: WHAT I KNOW. A […]
Apple (AAPL) stock has been under some pressure. There are a number of interesting issues, nicely laid out by Barry Ritholtz in his commentary on the recent price action. Should we pay attention to this or to the fundamentals? What about the stock options controversy. Take a look at Barry’s view, and then consider some […]