The Euro Deal is Done

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One thing that seems to be missing is the timetable for Greek default. It would be good to know exactly when the Euro-banks have to book… Read more

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The Earnings Rally

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Caterpillar (NYSE:CAT) was expected to earn $1.54 a share after it warned that the quarter would be weaker back in August. But this … Read more

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The Confidence Problem

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Stocks just ended their worst quarter since the financial crisis. The Nasdaq and S&P 500 each lost more than 12%.
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Is There a Bogey-Man Out There?

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In 2008, we knew that the mortgage-backed securities depleted the cash reserves at banks to the point that they were insolvent. In… Read more

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What We Can Learn from American Airlines (AMR)

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Earnings season continued at a torrid pace, with large cap stocks beating on revenues and/or earnings per share. The EU finalized a… Read more

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What Intel

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There is a budding divergence between economic data and corporate forecasts. We Read more

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Is the Recovery Stalling?

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Oil price initially dropped this morning, but quickly rebounded. The dollar is also enjoying some upside today. It will be interesting to… Read more

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The End of QE2 (xom, csco, cat, tsl, aapl)

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Investors have done an impressive job of shaking off a litany of negative storylines and jumping back… Read more

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The Virtuous Cycle

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In a recent survey by the National Association of Business Economics, 70% of economists said they believe the Read more »

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