Media Appearance: Kudlow & Company (3/26/08)


Another appearance on Kudlow & Co. tonite, from 7ish to 7:30pm (ish).

Also on the show tonight are Jim Awad, chairman of WP Stewart Asset Management, Jeremy Siegel, Wharton finance
professor & author of "Stocks for the Long Run", and Stefan Abrams,
Bryden-Abrams Investment Management managing partner.

Topics for discussion:

- Disappointing Existing and New Home Sales, and Durable Goods;

- Oil’s run to ~$106, up $4.77 today;

- Oracle’s top line revenue miss;

If you haven’t seen the front page WSJ article, that is scheduled to come up for discussion. Stocks Tarnished By ‘Lost Decade’ — U.S. Shares in Longest Funk Since 1970s.

Here’s the WSJ graphic:


See the 100 year chart I posted a few years ago about this exact subject:

click for larger version

Category: Media

Quote of the Day: Spending like Drunken Sailors

Category: Books, Credit, Derivatives, Psychology

New Home Sales: Lowest Reading Since 1995

Category: Data Analysis, Economy, Real Estate

Who Is Surprised by Economic Data? (part II)

Category: Economy, Financial Press

Discount Window Borrowing

Category: Credit, Federal Reserve, Finance

Lehman: Its a Buyer’s Market for Houses

Lehman Housing Analyst Bruce Harting on the housing crisis: Its a Buyer’s Market.

Category: Real Estate, Video

The Economist on Wall Street

Category: Credit, Derivatives, Financial Press

New Aggregator: Real Clear Markets

Category: Markets, Web/Tech

Existing Home Sales, Non Seasonally Adjusted, Explained

A few other data points to note when considering the monthly changes (our earlier NAR Spin discussion): > 1) February 2009 was a leap year — the month had an extra day, and without that I sincerely doubt we would have seen any gain (I wonder how they adjusted for that). > 2) The Composite…Read More

Category: Data Analysis, Real Estate

Record Declines in Home Prices Continue

Category: Data Analysis, Real Estate