China to the Rescue

For the past year, the fate of commercial real estate in the U.S. has… Read more

Maquire!

I got this letter in my inbox yesterday:   

 

Anniversary, Part II

I suppose it’s fitting that futures should be down on the morning of… Read more

Chicken or Egg?

Payroll processing firm ADP reports that private employers cut jobs by 20,000 in February. That reading is in line with… Read more

More Upside for March

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

Consolidation

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?

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

Soros Talks His Book

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

Lennar’s Windfall

So far this year 15 banks have been closed by the FDIC. Last year, it was 134, if I’m counting the closing figures right as posted on the FDIC… Read more