Chad Hudson

Contributor since: 26 Feb 2010

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• Worldcons

  Published 26 June 2002 | viewed 2,949 times

  After the fall of Enron, we had little doubt it would be an isolated incident or "company specific." The great bull market changed the rules…

• US Fund Managers are an Optimistic Group

  Published 20 June 2002 | viewed 2,969 times

  Merrill Lynch's recent survey of portfolio managers indicates that US equities have lost their luster. Not only do more fund managers think that the earnings…

• Nothing Super About SuperComm

  Published 13 June 2002 | viewed 3,009 times

  SuperComm, the telecommunications industry's big annual conference, was last week. It didn't have the pizzazz as in the past and this year attendance was down…

• Weighing On The Market

  Published 06 June 2002 | viewed 2,903 times

  Pundits have been asking why the market is not perking up with the increasingly optimistic economic data that has been coming out recently. The usual…

• Dominos Falling

  Published 29 May 2002 | viewed 3,045 times

  Economists have gotten more optimistic about the prospects of the U.S. economy. The latest survey of professional forecasters published by the Federal Reserve Bank of…

• Is There Risk to the Risk Premium?

  Published 23 May 2002 | viewed 4,113 times

  It is obvious now to almost everyone that the stock market returns of the late 1990s were drastically above average. Investors are starting to lower…

• Strong Retail Sales, But for How Long?

  Published 15 May 2002 | viewed 3,074 times

  It appears that the economy has started to recover and the recession is almost a distant memory. Retail sales in April were up a strong…

• Venture Capital Dries Up

  Published 08 May 2002 | viewed 3,712 times

  Money raised by venture capital firms in the first quarter fell by 56% compared to last year. While this is not surprising given the performance…

• Capx Spending to the Rescue?

  Published 01 May 2002 | viewed 3,863 times

  The general consensus for the economy recovery rests on the belief that companies will increase capital spending, which will lead the economy to recovery. As…

• Cautiously Optimistic

  Published 25 April 2002 | viewed 3,213 times

  The flurry of corporate earning releases is winding down. Industrial companies concentrated their statements to three over-riding themes. Companies were generally "cautiously optimistic." They saw…

• Microcosms

  Published 17 April 2002 | viewed 2,915 times

  Reading through the first batch of earnings releases confirms that the economy is running on two separate tracks. Consumer related companies are experiencing business levels…

• Big (Black n') Blue

  Published 10 April 2002 | viewed 3,095 times

  The big earnings news this week was the pre-announcement from IBM. IBM announced revenue would be on the light side for the first quarter by…

• The Survey Says...

  Published 03 April 2002 | viewed 2,866 times

  The Institute for Supply Management (ISM) released the results its March surveys this week. On Monday, the manufacturing survey had the second consecutive reading over…

• Consumers Exceed Expectations, and CFAs - Vote NO

  Published 27 March 2002 | viewed 2,869 times

  Once again the U.S. consumer amazed Wall Street by having more confidence in the economy than it expected. Consumer confidence jumped over 15 points in…

• Cash Me Out

  Published 21 March 2002 | viewed 3,364 times

  Several items out this week confirm that the consumer is still bulletproof. Today, housing starts for February rose 2.58% to 1.769 million unit rate. Not…

• Poor Retail Sales?

  Published 14 March 2002 | viewed 3,127 times

  Today's release of retail sales surprised the market. The Commerce Department released that retail sales grew only 0.3% in February, well below the 1% economists…

• All Hail the Consumer

  Published 07 March 2002 | viewed 4,269 times

  The past week has been filled with all kinds of goods news. First, the preliminary GDP report indicated much stronger growth than expected. This was…

• Where Does the Money Go?

  Published 27 February 2002 | viewed 3,046 times

  This week has seen the usual amount of mixed data. First we learn existing home sales set a record in January, and then new home…

• Finding La Cucarachas

  Published 20 February 2002 | viewed 3,150 times

  Bull markets have a way of obscuring irregular activities. Bending accounting conventions and related-party transactions are the most typical ways for managers to benefit from…

• Can't Cut All Expenses

  Published 13 February 2002 | viewed 3,028 times

  Capital markets have gained a newfound interest in companies that have heavy debt loads. Unfortunately, this is a very large list and list is not…