2008
- Recession is Most Likely Outcome - 07 Feb 2008
- Can the Fed Stop the Recession? - 31 Jan 2008
- Is the Great American Spending Boom Over? - 17 Jan 2008
2007
- Inflation Inflates - 20 Dec 2007
- The Fed Underwhelms - 13 Dec 2007
- 25 or 50? - 07 Dec 2007
- No Holiday Cheer for Consumers - 29 Nov 2007
- Consumer Spending Slows, Corporate Earnings Fall - 16 Nov 2007
- Earnings Weigh on Market - 25 Oct 2007
- Earnings Growth Disappears - 18 Oct 2007
- Has Consumption Stalled? - 11 Oct 2007
- Is Lowe's Forecasting a 2-year Drought? - 27 Sep 2007
- Will 50 Basis Points Circumvent a Recession? - 20 Sep 2007
- BLS Removes All Doubt - 14 Sep 2007
- Wal-Mart Rolls Back More Than Prices - 23 Aug 2007
- More Signs of Slowing Growth - 09 Aug 2007
- Earnings Get Overshadowed - 03 Aug 2007
- Will Earnings Justify Market Rally? - 19 Jul 2007
- Economic Crosscurrents - 29 Jun 2007
- Will Consumers Rebound? - 31 May 2007
- Economists Must Live on Communes - 19 Apr 2007
- Inflation Remains a Concern - 12 Apr 2007
- The S-word Has Started Popping Up - 05 Apr 2007
- Spring Doesn't Bloom for Homebuilders - 29 Mar 2007
- Economic Growth Appears Vulnerable - 08 Mar 2007
- Inflation Concerns Return - 23 Feb 2007
- Manufacturing Starts to Slow Along with Earnings - 16 Feb 2007
- Earnings Start to Slump - 02 Feb 2007
- Earnings Growth Decelerates - 19 Jan 2007
2006
- Consumers Remain Resilient - 17 Nov 2006
- Do Retail Sales Point to a Slowdown? - 10 Nov 2006
- Manufacturing Slows, Earnings Remain Strong - 26 Oct 2006
- Earnings Point to Stronger Growth - 20 Oct 2006
- Housing Remains Under Pressure - 29 Sep 2006
- Lower Energy Prices Energize Investors - 14 Sep 2006
- Close Call - 31 Aug 2006
- Housing Weighs on the Economy - 25 Aug 2006
- Inflation Fears Slip - 19 Aug 2006
- Homebuilders Start Fessing Up - 27 Jul 2006
- Consumers are Starting to Look Tired - 13 Jul 2006
- Data Dependency - 06 Jul 2006
- 5.5% by Year-end? - 01 Jun 2006
- Is Economic Growth Weakening? - 25 May 2006
- Inflation Inflates - 19 May 2006
- Strong Economy Propels Corporate Earnings - 05 May 2006
- Earnings Accelerate - 27 Apr 2006
- Near the End? - 20 Apr 2006
- Calm Before the Storm - 13 Apr 2006
- Retail Sales Wane - 06 Apr 2006
- Gentle Ben? - 30 Mar 2006
- 5.5% Fed Funds? - 23 Mar 2006
- Labor Market Helps Economy Expand - 16 Mar 2006
- How Long with Growth Last? - 02 Mar 2006
- Buying Everything Except the Kitchen Sink - 16 Feb 2006
- Housing Falters, but Rates go Higher - 10 Feb 2006
- Exit Stage Left - 02 Feb 2006
- Earnings Cause Concern - 26 Jan 2006
- Tech Lays an Egg - 19 Jan 2006
- Higher Costs Pressure Earnings - 12 Jan 2006
- It's All About the Data - 06 Jan 2006
2005
- Out Like a Lion - 30 Dec 2005
- Not Accommodative? - 15 Dec 2005
- Can Consumers Save Christmas? - 09 Dec 2005
- Economy Chugs Along - 01 Dec 2005
- Retailers Gain Momentum - 17 Nov 2005
- Cracks in the Foundation? - 10 Nov 2005
- 5% Fed Funds? - 03 Nov 2005
- Rising Costs Start to Pressure Earnings - 27 Oct 2005
- Earnings Take Center Stage - 20 Oct 2005
- Watching for Inflation - 14 Oct 2005
- Third Quarter Earnings Come Under Pressure - 22 Sep 2005
- How Long Can Consumers Hold On? - 15 Sep 2005
- Will the Fed Pause? - 08 Sep 2005
- Growth Wanes, Yields Collapse - 01 Sep 2005
- Consumers Under Pressure - 25 Aug 2005
- Is Retailing Starting to Falter? - 18 Aug 2005
- 4.25% by year-end? - 11 Aug 2005
- Earnings Remain Robust - 04 Aug 2005
- Will Earnings Finally Disappoint? - 21 Jul 2005
- Will Second Quarter Earnings Matter? - 14 Jul 2005
- Is the Economy Accelerating? - 07 Jul 2005
- Will the Fed Remain "Measured" - 30 Jun 2005
- If It Looks Like a Bubble... - 23 Jun 2005
- Slower Economy = Refi Time - 16 Jun 2005
- More Conflicting Data - 09 Jun 2005
- The Economy Needs Extra Innings - 02 Jun 2005
- Housing Bubbles - 26 May 2005
- Inflation Rising - 19 May 2005
- Blame a Wet Easter Bunny - 12 May 2005
- Can The Fed Really Stop Soon? - 05 May 2005
- Has the Economy Stalled? - 28 Apr 2005
- Investors Suffer Whiplash - 21 Apr 2005
- Consumers Remain Buoyant - 14 Apr 2005
- Payrolls Increased at a "Measured" Pace - 07 Apr 2005
- Will GM Spoil Economic Growth? - 31 Mar 2005
- Fed Acknowledges Inflation - 24 Mar 2005
- GM Faces Reality - 17 Mar 2005
- Beige Book Hints At Inflation - 10 Mar 2005
- Fed Tightening = Financial Crisis? - 03 Mar 2005
- How Long Until Higher Prices Hit Consumers? - 24 Feb 2005
- Retail Sales Cool - 17 Feb 2005
- Bubblin' Crude Lifts Earnings - 10 Feb 2005
- Higher Interest Rates and Slower Earnings Growth - 03 Feb 2005
- Costs Are Pressuring Margins - 27 Jan 2005
- Will The Economy Continue to Drive Earnings? - 20 Jan 2005
- Play Me An iTune - 13 Jan 2005
2004
- Another Twenty-Five Basis Points - 16 Dec 2004
- Waiting For The Sales - 09 Dec 2004
- A Mixed Picture - 02 Dec 2004
- Heads - I Win, Tails - You Lose - 25 Nov 2004
- Is Sears a Blue Light Special? - 18 Nov 2004
- Another 25 Basis Points, How Many Left? - 11 Nov 2004
- Investors Exhale - 04 Nov 2004
- Earnings Season Winds Down - 28 Oct 2004
- Raw Materials Rubbing Companies Raw - 21 Oct 2004
- Earnings Roll In - 14 Oct 2004
- Cracks Appear In Housing - 07 Oct 2004
- Revising Down - 30 Sep 2004
- Is Growth Waning? - 16 Sep 2004
- Economic Flux - 09 Sep 2004
- Is the Retail Rebound Over? - 26 Aug 2004
- Looking Behind CPI - 19 Aug 2004
- Looking Behind Earnings Growth - 12 Aug 2004
- Will Consumers Bounce Back? - 05 Aug 2004
- From the Horse's Mouth - 22 Jul 2004
- Retailers Weaken - 15 Jul 2004
- Mixed Signals - 08 Jul 2004
- 25 Basis Points Down, How Many More? - 01 Jul 2004
- Does Leverage Matter? - 24 Jun 2004
- Manufacturing Taking the Lead? - 17 Jun 2004
- Cracks Starting to Form? - 10 Jun 2004
- Incentives Boosts Auto Sales - 03 Jun 2004
- Will History Rhyme? - 27 May 2004
- Cracks Appearing In The Consumer - 20 May 2004
- Economy Rolls, Auto Sales Stall - 06 May 2004
- Strong Earnings, Stagnant Stocks - 29 Apr 2004
- Rising Earnings, Rising Costs - 22 Apr 2004
- The Risk of ARMs - 08 Apr 2004
- Will Rising Prices Retard Growth? - 01 Apr 2004
- Will Inflation Ever Be Acknowledged? - 25 Mar 2004
- Patiently Waiting For Jobs - 18 Mar 2004
- Four Years and 3,000 Points Later - 11 Mar 2004
- All Eyes on Friday - 04 Mar 2004
- Confidence Down, Earnings Up - 26 Feb 2004
- Is Stimulated Growth Sustainable Growth? - 19 Feb 2004
- Short and Ugly - 12 Feb 2004
- Inflation On The Horizon - 05 Feb 2004
- Dropping "Considerable" - 29 Jan 2004
- Earnings Lead Market Higher - 22 Jan 2004
- Are Expectations Too High? - 15 Jan 2004
- Will the Momentum Continue? - 08 Jan 2004
2003
- Has Housing Topped? - 18 Dec 2003
- "Considerable" Justification - 11 Dec 2003
- Is Focusing on Productivity Productive? - 04 Dec 2003
- Boomtime Again? - 27 Nov 2003
- Is Housing the Differentiating Factor? - 20 Nov 2003
- The Cost of Auto Incentives - 13 Nov 2003
- Is The US Economy Overheating? - 06 Nov 2003
- Housing Bubbles - 30 Oct 2003
- Déjà Vu - 23 Oct 2003
- Starting to Overheat - 16 Oct 2003
- Where Is The Quality? - 09 Oct 2003
- Pillars of Support: Consumers and Short Stocks - 25 Sep 2003
- Will Consumers Drive Third Quarter Earnings? - 17 Sep 2003
- Unrealistic Expectations? - 11 Sep 2003
- The Canary Sings - 04 Sep 2003
- Enjoying the Outdoors - 21 Aug 2003
- Consumption Junction - 14 Aug 2003
- Engineering Earnings - 07 Aug 2003
- Is The Third Time a Charm? - 31 Jul 2003
- Kissing Your Sister - 24 Jul 2003
- Ford Needs More Than Magic - 17 Jul 2003
- The Start of Earnings Season - 10 Jul 2003
- Goodbye Second Quarter - 02 Jul 2003
- 100 Basis Points Left - 25 Jun 2003
- Pre-announcements Heating Up - 18 Jun 2003
- Consumers Continue To Pull The Economy - 11 Jun 2003
- Stop Making Sense - 04 Jun 2003
- Buy a Home and a Homebuilder - 29 May 2003
- Kohl's Turns Cold - 22 May 2003
- Are Retail Sales Sailing Away? - 15 May 2003
- Squeeeeez - 08 May 2003
- Confidence Abounds - 01 May 2003
- More Earnings - 24 Apr 2003
- General Mortgage Corporation - 17 Apr 2003
- Time To Refocus On The Economy - 10 Apr 2003
- Stock Market Takes a Back Seat - 26 Mar 2003
- Who Knows What the Economy Do - 19 Mar 2003
- Consumers Have to Slow Down - 13 Mar 2003
- Trending Below 16 Million - 06 Mar 2003
- No Confidence - 26 Feb 2003
- What are Hedge Funds Hedging? - 19 Feb 2003
- Round and Round - 12 Feb 2003
- When Hogs Land - 05 Feb 2003
- Is Iraq Slowing Down the Economy? - 29 Jan 2003
- Refi, Part 2 - 23 Jan 2003
- The Monthly Payment Economy - 15 Jan 2003
- Can Businesses Shoulder The Economy? - 08 Jan 2003
2002
- Where is Santa Claus? - 19 Dec 2002
- Optimistic Managers Still Not Hiring - 11 Dec 2002
- Index Investing's Free Lunch - 05 Dec 2002
- The Turning Retail Tide - 21 Nov 2002
- CEOs Get Gloomy - 13 Nov 2002
- The Trifecta Bet - 06 Nov 2002
- Confidence Dives Off A Cliff - 30 Oct 2002
- Beating Lowered Estimates - 16 Oct 2002
- No Boundaries - To Bond Spreads - 09 Oct 2002
- Reality Bites - 03 Oct 2002
- Evidence Of A Slowdown Mounts - 26 Sep 2002
- Preannouncements Take Center Stage - 18 Sep 2002
- Remembering and Honoring - 11 Sep 2002
- Is There An Auto Bubble? - 04 Sep 2002
- Durable Goods vs. Consumer Confidence - 28 Aug 2002
- Is The Spending Spree Over? - 21 Aug 2002
- Is The Consumer Rolling Over? - 17 Aug 2002
- Recovery Faces Headwinds - 07 Aug 2002
- Roller Coasters on Wall Street - 24 Jul 2002
- A Pending Consumer Slowdown - 17 Jul 2002
- Capx Spending Gets Pushed Out - 10 Jul 2002
- Are Real Estate Appraisers Former Internet Analysts? - 03 Jul 2002
- Worldcons - 26 Jun 2002
- US Fund Managers are an Optimistic Group - 20 Jun 2002
- Nothing Super About SuperComm - 13 Jun 2002
- Weighing On The Market - 06 Jun 2002
- Dominos Falling - 29 May 2002
- Is There Risk to the Risk Premium? - 23 May 2002
- Strong Retail Sales, But for How Long? - 15 May 2002
- Venture Capital Dries Up - 08 May 2002
- Capx Spending to the Rescue? - 01 May 2002
- Cautiously Optimistic - 25 Apr 2002
- Microcosms - 17 Apr 2002
- Big (Black n') Blue - 10 Apr 2002
- The Survey Says... - 03 Apr 2002
- Consumers Exceed Expectations, and CFAs - Vote NO - 27 Mar 2002
- Cash Me Out - 21 Mar 2002
- Poor Retail Sales? - 14 Mar 2002
- All Hail the Consumer - 07 Mar 2002
- Where Does the Money Go? - 27 Feb 2002
- Finding La Cucarachas - 20 Feb 2002
- Can't Cut All Expenses - 13 Feb 2002
- Hope Springs Eternal - 06 Feb 2002
- The End of an Era - 30 Jan 2002
- What Happened to Synergies - 23 Jan 2002
- Mixed Data = Recovery? - 16 Jan 2002
- 2002: Bipolar Forecasts - 09 Jan 2002
2001
- This is a Recovery? - 19 Dec 2001
- Shoving On a String - 12 Dec 2001
- NAPM's blip - 05 Dec 2001
- NBER plays Grinch - 28 Nov 2001
- McTeer is Heard - 14 Nov 2001
- Nine, Ten, Big Fat Hen - 07 Nov 2001
- Negative Earnings Momentum - 31 Oct 2001
- Earnings and Pink Slips - 24 Oct 2001
- Where is the Good News? - 17 Oct 2001
- More Questions - 03 Oct 2001
- Slip Sliding - 26 Sep 2001
- A Time for Prayer - 19 Sep 2001
- Do as I Say, Not as I DO - 05 Sep 2001
- No Rebound Yet - 29 Aug 2001
- Retailers Starting to Show Cracks - 22 Aug 2001
- Reality Derails Semi Train - 15 Aug 2001
- Multiple Compression - 08 Aug 2001
- Debt Through Consumption - 01 Aug 2001
- Tis the Season to be Warning - 25 Jul 2001
- Almost a Negative Real Interest Rate - 27 Jun 2001
- The Road to Prosperity That Never Was - 20 Jun 2001
- Where is the 'Negative Wealth Effect?' - 06 Jun 2001
- Not Dead Yet - 30 May 2001
- 2Q Is the Economic Bottom, Right? - 23 May 2001
- Un-Productivity Abounds - 09 May 2001
- Overstored? - 02 May 2001
- Pushing on a String? - 18 Apr 2001
- Stocks Weak, Consumers Strong - 04 Apr 2001
- Black Gold - Chunky Style - 28 Mar 2001
- Rebound Yet? - 07 Mar 2001
- Mid-Week Analysis - 24 Jan 2001
2000
- Mid-Week Analysis - 29 Nov 2000
- Mid-Week Analysis - 22 Nov 2000
- A Conspicuous Sign of a Cycle Top - 27 Sep 2000
- Chips and Dips - 13 Sep 2000
Circle Us