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Markets / Other

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Unfinished Business

Sep 07, 2002 at 00:00

Although the recent official headline recession is over for now, current labor market conditions resemble anything but a strong economic recovery. Important in that households have stretched financially over the…

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Rational Pessimism?

Jul 30, 2002 at 00:00

Although it should really be no surprise to anyone, it's pretty darn clear that emotion can play a big role in investment decision making on a day to day basis.…

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Double Trouble

Jul 01, 2002 at 00:00

For those who have kindly read our discussions for almost the past half decade, you know that we try to deal in facts when approaching financial market and economic analysis.…

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The Corp. Of The Problem

Jun 02, 2002 at 00:00

The recent revisions to the original 1Q GDP report a few weeks back deserve mention. If for nothing more than to reinforce the point that we're a long way from…

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Belaboring The Point

Apr 29, 2002 at 00:00

We live in a nominal world of currency, corporate revenues and net income. The last time we checked, corporations were still reporting results in nominal terms. But, who knows, if…

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Yesterday Came Suddenly

Apr 02, 2002 at 00:00

It often times amuses us that history can be both our greatest ally and worst enemy. For those who expect tomorrow to play out exactly as yesterday would suggest, disappointment…

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At The Margin

Mar 03, 2002 at 00:00

A mania that seems to be waning at the moment. Mom and pop America have not liquidated equity fund assets on a net basis, but have slowed purchases to a…

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The Struggle For The Legal Tender

Feb 03, 2002 at 00:00

In our modern world of 24/7 streaming information blaring at us from the boob tube, the financial press and the nineteen inch flat panel screen, it's pretty darn easy to…

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The Economic Recovery: Debt Or Alive?

Jan 02, 2002 at 00:00

It's that time of the year again, now isn't it? Specific new year prognostications and predictions fill the financial "tabloids" from sea to shining sea. Stock picks, interest rate calls,…

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Tangled Up In Blue

Dec 03, 2001 at 00:00

The gang rivalry on the Street these days is clearly identifiable by the colors favored by two disparate factions. At best, the gangland coexistence can be characterized as volatile. Volatility…

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