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  • Wall Street Breakfast: Must-Know News [View article]
    A victory for John Galt and the guys over at Ford. Keep up the good American private enterprise work.
    Sep 02 09:58 am |Rating: +1 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    At least Bernanke is starting to notice the connection between intended trillion dollar deficits and long term interest rates - at least until the Congress redefines the role of the Fed, or his reappointment (or not) starts to loom next year.
    Jun 04 12:16 pm |Rating: +2 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    What would the good Reverend Wright do if he were president? You've got it.
    Mar 04 15:52 pm |Rating: 0 -2 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    This Q ratio projection of S&P 400 by 2014 is a good example of the limitations of quantitative tools when the underlying economic factors no longer apply. This is a time for macroeconomics, not just projecting numbers.
    The real thing to consider: the loss of our manufacturing base - so that 70% of GDP is debt-enabled consumer spending.
    Dec 10 12:20 pm |Rating: +1 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The productivity number of + 4.3% for the second quarter is an outlier in an economic downturn. It does help explain why unemployment is now over 6% and we are losing 50 to 100,000 jobs per month while profits are holding up (outside of financial companies) and real hourly earnings are increasing.
    Sep 05 11:58 am |Rating: 0 0 |Link to Comment
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