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Upgrades & Downgrades: Brinker Looks Appetizing

Fri Nov 20th, 2009

Justin Sharon

There will be blood all right and not just in oil, which suffered a steep drop to fall for the first day in four. As Twilight tweens screamed to see another gory story at the box office, S&P 500

Five Things: The Economic Crisis Takes a Virulent Turn

Mon Nov 16th, 2009

Kevin Depew

1. The Economic Crisis Takes a Virulent TurnThe word credit comes from the Latin "credere" which means "to believe, or to trust." That's really all you need to know about the mode

The Reality of the Recovery

Mon Nov 16th, 2009

John Mauldin

No one goes into Walmart (WMT) and asks to pay extra sales tax. Thus sales taxes are reasonable barometers for retail sales. This week we look at how taxes are doing in a period of economic recovery.

Hollywood CEOs: Sammy Hagar

Wed Oct 28th, 2009

Justin Rohrlich

It was March 31, 1984. My buddy Benji Schneider and I were high up in the rafters of Madison Square Garden, chaperoned by Benji’s dad, to see Van Halen.None of us had any idea that we were abou

Examining the Elemental Structure of Deflation

Mon Oct 26th, 2009

John Mauldin

What’s a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation,

Corning, Like Economy, Is Clawing Its Way Back

Thu Oct 22nd, 2009

Glenn Curtis

The Cold Play song “Viva la Vida” whose lyrics go “I used to rule the world” comes to mind when I think of Corning (GLW). This is because not too long ago, the New York-based

The Wide World of NFL Merchandise

Fri Oct 9th, 2009

Tal Pinchevsky

The game itself may not have been particularly competitive, but you can bet that the National Football League’s corporate offices in New York were pleased with the result. Shortly after last we

How to Fish for the Best Financials

Fri Oct 9th, 2009

Josh Lipton

Shares of financial services companies have rebounded fast and furiously since the market bottomed in early March. The sector is expected to be the best performer in the third quarter, with earnings

Not Made in the USA: Rawlings

Fri Sep 25th, 2009

Justin Rohrlich

"For starting pitchers we have two Dominicans, one Italian, one Mexican and one Japanese. In the bullpen we have a Venezuelan, a Mexican, a guy from the United States and a guy from St. Loui

Ticker Shock: National Semiconductor Amplifies Good News

Fri Sep 11th, 2009

Glenn Curtis

Eight years ago today I was in the World Trade Center (the concourse level on the first floor), when the first plane hit. I made it home, unlike so many others that day. Many people I’ve come a
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