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Five Things: Social Mood Fuels the China Bull

Wed Nov 18th, 2009

Kevin Depew

Social Mood Fuels the China Bull"China, despite its 5,000-year burden of history, has emerged as a dynamo of optimism, experimentation and growth," enthuses a Time magazine piece about Chin

The Dollar Stores That Deserve Your Bucks

Mon Nov 16th, 2009

Scott Reeves

Friday’s successful launch of Dollar General’s (DG) IPO suggests the recession is a good time for deep discounters, or stores that offer rock-bottom prices to cash-strapped shoppers.Dolla

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.

Unemployment Projections Through 2020

Fri Nov 13th, 2009

Mike Mish Shedlock

Inquiring minds are interested in figuring out how long it might take to get back to "full employment" defined as 5%.John Mauldin touched upon this theme in Unemployment: Welcome to the New

The Fed Is Boxed In

Tue Nov 10th, 2009

Jack Lavery

Editor's note: The following is an edition of The Lavery Insight economic newsletter by former Merrill Lynch chief economist Jack Lavery.  For more information, or to sign up for a free trial, c

All America's Possible Futures

Mon Nov 9th, 2009

John Mauldin

The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I’ve b

Upgrades & Downgrades: General Electric Gets a Jolt

Fri Nov 6th, 2009

Justin Sharon

Stocks surged, the Dow’s best day since July taking it back above 10,000 as gold rallied for a fourth straight session (see Why Gold Could Still Triple From Here). US worker productivity posted

A Portfolio for Dollar Bears

Thu Nov 5th, 2009

Josh Lipton

Perhaps the only real surprise from the Fed’s post-meeting statement yesterday, market pros note, is that there was no surprise at all.So says Dennis Gartman, editor of The Gartman Letter. As t

What Hoaxes Cost Taxpayers

Thu Nov 5th, 2009

Jarrod Dicker

First of all, this was not a hoax. Falcon was missing when the balloon lifted off. Why would we make a hoax with our kid?-- Richard HeeneWe all know about that balloon and we all have our own theorie

Upgrades & Downgrades: Garmin Navigating Lower

Thu Nov 5th, 2009

Justin Sharon

A tough (and Tufts) end to trading after a stand pat Fed saw shares stand still, equities giving up earlier increases to end mixed as markets discovered a House is not a home. Our elected Representat
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