Chad Hudson

Contributor since: 26 Feb 2010

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• Reality Derails Semi Train

  Published 15 August 2001 | viewed 3,260 times

  The semiconductor industry has become a popular item of discussion among Wall Street analysts and financial journalists. Everyone seems to think that the semis will…

• Multiple Compression

  Published 08 August 2001 | viewed 3,429 times

  A couple more telecom companies went bankrupt today. Metricom, the provider of Ricochet wireless Internet service, and Covad Communications, one of the many DSL providers…

• Debt Through Consumption

  Published 01 August 2001 | viewed 3,038 times

  Second quarter earnings are wrapping up and according to FirstCall the S&P 500 earnings will be 17% lower than the year-ago period. Furthermore, companies are…

• Tis the Season to be Warning

  Published 25 July 2001 | viewed 3,224 times

  It’s the middle of earnings season and companies one after another are guiding down estimates for the third quarter. Most companies are fessing up regarding…

• Almost a Negative Real Interest Rate

  Published 27 June 2001 | viewed 4,158 times

  With today's 25 basis point cut by the Fed, the real interest rate got a little closer to negative. With the latest CPI running at…

• The Road to Prosperity That Never Was

  Published 20 June 2001 | viewed 3,058 times

  As the technology bubble deflates, the severity of mismanagement, and malinvestment grows more evident. Last Friday, Nortel announced that it is will not meet expectations,…

• Where is the 'Negative Wealth Effect?'

  Published 06 June 2001 | viewed 4,574 times

  Ever since the U.S. stock market started to swoon, economists have been waiting for the "negative wealth effect" to slow the over-consumption spree. Much to…

• Not Dead Yet

  Published 30 May 2001 | viewed 3,009 times

  With a bounce in consumer confidence and a bump in personal spending, it looks like the consumer got a second wind. The Conference Board’s index…

• 2Q Is the Economic Bottom, Right?

  Published 23 May 2001 | viewed 3,070 times

  There is very little economic news out this week. All eyes will be on Friday's release of the revised first quarter GDP. Economists expect GDP…

• Un-Productivity Abounds

  Published 09 May 2001 | viewed 2,967 times

  The latest consumer credit data suggest that the American consumer might be starting to retrench and curb the reckless spending spree of the past several…

• Overstored?

  Published 02 May 2001 | viewed 3,311 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…

• Pushing on a String?

  Published 18 April 2001 | viewed 3,487 times

  Well, Greenspan pulled the surprise rate cut yet again. However, the current economic data does little to support Greenspans actions today. Yesterday, industrial production ticked…

• Stocks Weak, Consumers Strong

  Published 04 April 2001 | viewed 3,134 times

  All the bulls that were asking how much lower can stocks go are starting to get answers this week. The Internet software companies proved how…

• Black Gold - Chunky Style

  Published 28 March 2001 | viewed 3,270 times

  California finally bit the bullet and raised electricity rates. With California accounting for almost 14% of the entire US economy, this inflation is bound to…

• Rebound Yet?

  Published 07 March 2001 | viewed 3,294 times

  With Doug Noland just waking up as the markets close here (Doug has moved to Sydney, see the latest Credit Bubble Bulletin for details), I…

• Mid-Week Analysis

  Published 24 January 2001 | viewed 3,298 times

  Trading centered on expectations on what the Federal Reserve will do and say next week. Credit markets were shocked Tuesday when a Market News report…

• Mid-Week Analysis

  Published 29 November 2000 | viewed 3,783 times

  One could say that a two-tiered stock market has developed this week. While the technology rout continues in full force, the Dow and many blue-chip…

• Mid-Week Analysis

  Published 22 November 2000 | viewed 3,290 times

  There were very few places for bulls to hide so far this week as the market continued the sell-off that started late last week. Internet…

• A Conspicuous Sign of a Cycle Top

  Published 27 September 2000 | viewed 4,712 times

  Unsettled conditions have not abated in global equity markets, with technology issues coming under the most intense selling pressure. So far this week, the Dow…

• Chips and Dips

  Published 13 September 2000 | viewed 4,580 times

  Thus far, it is a typically volatile "triple-witch" option-expiration week. The NASDAQ100 traded in a 3% intra-day range Monday and 4% yesterday and today. At…