Archives for October, 2010

  1. October 28, 2010

    Macro Economic Outlook: No double-dip, but no “W”, or “V-shape” recovery either. “It won’t look like any letter in the alphabet, it will look more like punctuation marks (e.g. ! ? - : )” There are still more opportunities in the… More >>

  2. October 25, 2010

    Consistent downgrades from Wall Street analysts have set us up for a very smooth start to the earnings season. "Of the 132 companies in the S&P 500 that reported results since Oct. 7, more than 85 percent have topped analysts’ per- share earnings estimates, according… More >>

  3. October 18, 2010

    This weekend in the Northeast corner of the United States a very interesting conference took place. It was titled ‘Revisiting Monetary Policy in a Low Inflation Environment: Remarks at the Federal Reserve Bank of Boston’s 55th Economic Conference,’ and the… More >>

  4. October 11, 2010

    I was having a recent conversation with a well respected lawyer and very intelligent investor in my community (his specialty is timber- which is in a bit of a recession itself). After some pretty good discussion on a range of topics he asked me the obvious question- why is… More >>

  5. October 5, 2010

    Some people say the craziest things to grab headlines. Jeff Hirsch the Editor of the Stock Almanac made such a prediction calling for Dow 38,000 by 2025. What's interesting about the prediction isn't the prediction itself. It's the reaction it received. It was met worldwide… More >>