Media Appearance: Kudlow & Company (10/10/06)

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Back in the studio for the regular appearance with Kudlow tonite, at 5:00 – 5:25pm.

The topics will include "Nuts with Nukes," Google/You Tube, The Economy, and a brand new Earnings Season.

Guests include the Goldilocks herself: Diane Swonk (of Mesiro Financial), the erudite Nouriel Roubini of NYU, and Dennis Kneale, Forbes.

A few random thoughts about these items:

• Google’s Purchase of You Tube was essentially "free" given the stock rise since the trial balloon;

• The markets have ignored NK’s nukes, reminding us there is a fine line between Resilience and Complacency;

• The Odds of GOP Retaining Congressional Control continue to slide; This could create both a sell-off in November and a buying opportunity in the event of a correction; It may even see some spending discipline come back into Congress via PayGo.

• Negative Earnings preannouncements have outweighed positive ones for the first time in many quarters; This has also been the first quarter that saw dividend increases falter;   

• Housing remains in the early stage of correction

• The market just refuses to go down — its fairly astonishing; This will continue until one day when it suddenly stops;

Should be a gas . . .

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