Markets

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…

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.…

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.…

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…

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…

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…

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…

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…

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,…

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…