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Favorite Posts 2003

Not-So-Hidden Agenda: Strategic and Economic Assessments of Middle East
Pre War Analysis, March 19, 2003

The New “Productivity Paradox”
Thursday, June 19, 2003

Terrorism Futures Market: Much Ado About the Wrong Thing
August 02, 2003

My 1st Kudlow Appearance
August 22, 2003

Contrary Indicators 2000 – 2003 Bear
September 09, 2003

Stock Market vs the Economy
September 12, 2003

NASD Firm Margin Levels Spikes to Record Levels
September 17, 2003

The Napster Cooption Business Model
September 17, 2003

Advance decline skew bodes well for the market
October 03, 2003

Abusing DMCA and other frivolous litigation (SunnComm)
October 09, 2003

The Frankenstein Economy?
October 20, 2003

A funny thing happened to me on the way to the studio tonight . . .
November 01, 2003

Looking at the Very Very Long Term
November 06, 2003

The Peter Lynch methodology? Not so fast . . .
December 06, 2003

Bearish yet long ?
December 14, 2003

Music Sales Rise on Aggressive Discounting, Price Competition and an Improving Economy
December 21, 2003

2004: A test of Supply Side economics
December 27, 2003

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  • Quote of the Day

    Money is like manure. You have to spread it around or it smells. ~J. Paul Getty

Macro Notes

CFTC data, euro net shorts fall 38%
Peter Boockvar

According to the CFTC weekly data for the week ended Tuesday, net shorts in the euro fell by 38% from last week's record high and are now at a 6 week low. Net shorts in the pound moved up a touch to just shy of its record high. Net longs in the Australian$ rose to the most since May '08 and net longs in the Canadian$ rose to the highest since Nov '07. Gold new longs fell to a 4 week low. Net longs in crude rose 14% and are just 12k contracts from a record high dating back to...

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