-
Recent Posts
Recent Comments
Archives
- October 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
Categories
Meta
Monthly Archives: April 2014
Sins of Commission and Omission Curb GDP Growth
Bulls on U.S. GDP growth have been wrong for five years, and they are still wrong. Q1 GDP grew just 0.1%. Sure, weather was a problem, but, as Mr. El Arian points out, in a robust economy bad weather in … Continue reading
Posted in Uncategorized
Tagged corporate investment, foreign policy, GDP growth, Obamanomics
Leave a comment
What’s the Catalyst? — Wrong Question for Long-term Investors
One advantage of being a geezer on Wall Street is that you’ve seen a lot of markets and the different ways people can think about stocks. In the mid-1980s everyone was looking for “restructuring plays” that a junk-bond financed corporate … Continue reading
Posted in Uncategorized
Tagged equity trading, hedge funds, stock catalysts, stock market investing
Leave a comment
Obama and Putin Talk Ukraine, Moldavia, Estonia – and Obmacare !
TOP SECRET Transcript: POTUS – Putin Phone Conference, April 14, 2014 Page 2 of 6 . . . repect the sovereignty of Ukraine. Moldavia and Estonia must also remain free and independent, without interference from Russia. It is for that … Continue reading
Stocks: Where We Stand
They will rise this year, but not dramatically. Early in 2013, when the Street was cautious, we expected “valuation levitation,” which happened. Late last year we warned rising complacency would lead to higher volatility, but we stayed positive as investors … Continue reading
Where Are Krugman’s Black Colleagues?—a Disturbing Diversity Dearth
Without regard for civility or accuracy, econo-gadfly Paul Krugman will accuse conservatives of racism at the drop of a hat. In a recent NYT column he: Accused Paul Ryan of using a “racist dog-whistle” for making comments similar to Barack … Continue reading
David Letterman to Be Replaced by Janet Yellen
She deserves the job (which is far more influential than running the Fed) because, during the financial crisis, she told her colleagues: “On Wall Street trading floors there is a joke going around: ‘The trouble with bank balance sheets is … Continue reading
Posted in Uncategorized
Leave a comment
The New McCartheyism…or…Silicon Valley’s Black List
In the summer of 2008 a gay friend of mine, who was active in Democratic politics, told me she did not expect Barack Obama to come out in favor of gay marriage because it could blow his chances of winning … Continue reading
Posted in Uncategorized
Tagged Brendan Eich, gay rights, liberal bigotry, liberal intolerance, McCartheyism
Leave a comment