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Monday Morning Quarterback: The Punch Bowl, Part Deux!

Mon Nov 9th, 2009

Todd Harrison

The 2009 Financial Reality Show has been nothing short of surreal.We sidestepped cataclysmic dysfunction in the first quarter.A furious chase followed, taking the S&P back towards the flat-line a

Why Cypress Semi's Chip Is a Game Changer

Mon Oct 19th, 2009

Bob Faulkner

Have you wished that back in the middle of 2003, you'd recognized that the economy was recovering, and that when Apple’s (AAPL) new Macs and iPods were starting to fly off the shelves, you'd pu

What's Up with Increased Margin-Buying Power?

Fri Oct 9th, 2009

Jim Letourneau

Protect me from knowing what I don't need to know. Protect me from even knowing that there are things to know that I don't know. Protect me from knowing that I decided not to know about the things th

Wal-Mart: The Leaders We Deserve

Fri Oct 9th, 2009

Jeff Macke

Editors Note: Welcome to Love It or Hate It, a regular dual-column feature that will capture the love-hate relationship America has with some of its biggest, most controversial companies. For past co

Four Scenarios for the Fourth Quarter

Wed Sep 30th, 2009

Kevin Depew

I've been anxiously waiting for the fourth quarter to begin for months now because, based on the quarterly DeMark studies I follow, it will kick off a very unique inflection point across multiple glo

Keepin' It Real Estate: Just How Hot Is the Housing Market?

Thu Sep 17th, 2009

Andrew Jeffery

It seems that with each passing month, the data gods deliver more and more evidence that the woe begotten US housing market may finally be emerging from its years-long doldrums.Existing home sales: U

Our Marionette Economy

Wed Sep 16th, 2009

Minyan Peter

This morning, in the Wall Street Journal, Wells Fargo CEO John Stumpf is quoted saying “If it’s not a government program, it’s basically not getting done.” While Stumpf’

What Must Happen Before We See Recovery

Fri Sep 11th, 2009

Minyan Peter

On Wednesday, Tony Dwyer shared a historical chart of consumer credit on the Buzz & Banter, suggesting that the balance declines we've recently seen are bullish, and that they support the notion

Five Reasons Not to Build Your Portfolio with Toll

Wed Aug 26th, 2009

Glenn Curtis

Will housing come back -- and with a vengeance -- at some point? In my humble opinion, as sure as the sun is going to rise tomorrow, it will happen. And that’s a major reason why I think home-b

Keepin' It Real Estate: Collapse in Luxury Market More Revealing Than It Appears

Tue Aug 4th, 2009

Andrew Jeffery

It only took 18 months, but the fact that the US luxury real estate market is falling apart at the seams is finally starting to sink in.Yesterday's Wall Street Journal chronicled the plight of high-e
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