The Popped Oil Bubble

| Leave a Comment

2 million barrels is a huge production cut. It’s far larger than the drop in demand. And the markets are still responding to OPEC with a big yawn. Oil… Read more

Read more

Tech Spending

| Leave a Comment

Analysts are expecting tech spending to be the next domino to fall. A Citigroup analyst says the first quarter could be the worst ever for software companies. A Gartner… Read more

Read more

The Next Arrow

| Leave a Comment

Bernanke has said it’s time to consider using the second arrow in the Fed’s quiver. That’s the "provision of liquidity" arrow. Maybe the Fed will buy Treasuries. Or maybe… Read more

Read more

Who Can You Trust?

| Leave a Comment

When the financial industry breaks down, there’s no recourse for lost money. It’s just gone. That’s why I continue to stress education and diligence to individual investors. Learn about… Read more

Read more

Commodity Rally

| Leave a Comment

Once credit markets get back on track, new construction and manufacturing, to a lesser extent, could come roaring back, outing even more pressure on commodity prices.

Read more

Read more

Bottom for Housing

| Leave a Comment

Perhaps government bailout plans and lower mortgage rates will help. But I’m now officially very skeptical of the consensus 2Q 2009 bottom for the housing market.

Read more

Read more

Gimme Cheap Money

| Leave a Comment

Here’s my headline for the day: Automakers Have a Plan: Ask for More Money. The original $25 billion needed to save the Big 3 is now above $30 billion…. Read more

Read more

The American Consumer

| Leave a Comment

There’s an old Wall Street saying – Never underestimate the American consumer. It’s a back-handed compliment, to be sure. But there’s some truth to it. The U.S. consumer is… Read more

Read more

Obama’s Opportunity

| Leave a Comment

Maybe it’s the freezing temperatures here in our nation’s capital. Or maybe it’s the fact that I’m just tired of watching stock prices fall. But I’m starting to feel… Read more

Read more
To top