More Upside for March

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In early February, stocks looked as though they were breaking down. We had just gotten through the Dubai debt problem. China was raising reserve requirements for banks to slow… Read more

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Soros Doubles Down

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Somebody knows what do about the U.S. dollar rally we’ve seen lately.

A recent regulatory filing with the SEC on February 16 shows that George Soros’… Read more

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GDP Revised…Higher?

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The first revision to fourth quarter GDP is out this morning. And amazingly enough, it was revised higher, from 5.7% to 5.9%. This is the first time I… Read more

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Legal vs. Ethical

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Stephen R. responded to yesterday’s column:

"There is sometimes a difference between doing what is legal and what is ethical. Goldman Sachs seems to… Read more

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Munger’s “Basicland”

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There is an article at Slate.com making the rounds in the financial press. Warren Buffett’s partner at Berkshire Hathaway, Charlie Munger, penned a parable about America’s rise and… Read more

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Consolidation

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An influential German business confidence survey showed a surprise drop in the country, the first in 10 months. A cold winter has apparently hurt retail sales in Germany.

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Soros Bullish on the Euro?

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It was just last Thursday that we discussed "talking one’s book" and made special mention of George Soros. If you missed that issue of The Daily… Read more

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The Fed Moves

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It’s pretty hard to ignore the big news this morning – the Fed hiked the discount rate by a quarter point to 0.75%. Now, this is different from… Read more

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Soros Talks His Book

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You’ve heard me call out big-name investors who are "talking their book" in the past. An investors is "talking his or her book" when he/she states an opinion as… Read more

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