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  • Wall Street Breakfast: Must-Know News [View article]
    Judging by the sales drop in autos, Ford's decision/ability to steer clear of the government's teat seems to have paid off, as their sales only dropped by 5%.
    Oct 02 08:48 am |Rating: +3 -2 |Link to Comment
  • Global Warming: Investment Implications  [View article]
    I've always been a big fan of Crighton's. A few years back, he wrote a book on eco-terrorism....unfor... I don't recall the title at the moment, and as he typically did, the final chapter of the book was devoted to laying out the reasons for the stance the book takes (I'm talking a full chapter...30, 40, 50 pages), supported by references, charts, etc. Unlike many, who spout their "opinions" as "facts", he was always scrupulous in providing support for his arguments.
    Aug 20 11:29 am |Rating: +5 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I can't help but wonder what all of the revisions will mean going forward. For example, in the PCE, food costs related to dining out are being stripped out of the measure. My first thought on hearing this, was wondering if this is related to attempting to "lower" the official inflation rate in the future....sort of a preemptive measure. I guess time will tell...
    Jul 31 09:21 am |Rating: +4 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It will be interesting to see how the new administration views Oracle/Sun tie-up. Given that the M/A market has been moribund of late, their response may help determine if that particular patch of the garden remains barren of "green shoots", or not.
    Jun 29 09:16 am |Rating: +1 -1 |Link to Comment
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