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


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 . . .

Category: Media

How Cheap is the Dow?

Category: Earnings, Economy, Investing, Markets, Psychology

Household versus Establishment Surveys, part 42

Category: Data Analysis, Economy, Employment

Google Buys YouTube — for Free

Category: Corporate Management, Markets, Technology

Resilience or Complacency?

Category: RR&A

Absurdly Large BLS Revisions, part II

Category: Data Analysis, Employment

Survey Says: Americans Top Worry? Rising prices

Category: Inflation

An Absurdly Large Outlier in the History of BLS Revisions

Category: Data Analysis, Economy, Employment


Category: Weblogs

Odds of GOP Retaining Congressional Control

Category: Politics, Psychology, Technical Analysis