Wall Street Reporter Interview

Here’s an interview with Wall Street
Reporter Interview
that finally found its way on line:

click for audio





Category: Digital Media, Financial Press

Gather Those Rosebuds . . .

Category: Financial Press

Retail Fading

Forget forecasting: You can’t even begin to think about the Future if you don’t understand the Present.

Case in point: Holiday Retail sales.

You may have overlooked the Black Friday weekend numbers, as the headline emphasis was on well, how strong they were relative to expectations. On that Friday, we saw an 8.5% gain thanks to huge discounting and door-buster giveaways.

The thinking seemed to be "Sure, we lose money on each sale, but we make it up in volume!"

Amazingly, the cheerleading in the space seems to be abating, as the MSM is now clued into the problem — and reporting it freely. The remarkably sanguinity we have seen over the years is no more.


courtesy of NYT

Consider the following articles, after the jump, on Consumer spending, sentiment, and retail sales :

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Category: Consumer Spending, Economy, Psychology, Retail

You ARE Your FICO Score

Category: Credit, Data Analysis, Real Estate

Media Appearance: Fast Money (12/03/07)



Tonite is my debut on Fast Money — a fast "Chartology" segment, from 5:30pm to 5:40pm or so, on CNBC. The show is on at 5pm and again at 8 pm.

We will be discussing the SPX, State Street bank (STT) and Stanley (SXE)

See discussion after the jump . .  .

Should be fun!


UPDATE: December 4, 2007 7:36am

The Chartology segment is posted at CNBC


Not how much macro/fundie info I slipped in.

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Category: Media

New Real Money Column: Five Stocks for Playing a Recession Safely

Category: Economy, Investing, Trading

Quote of the Day

Category: Commodities, Credit, Economy

Profits vs Cash Flow

Category: Earnings, Economy, Valuation

Oil = $88

Category: Commodities, Consumer Spending, Economy, Energy, Technical Analysis

December Linkfest: Week in Preview

Category: Financial Press