Media Appearence: Squawk Box

CNBC

Big day tomorrow: Squawk Box, CNBC, Wednesday 9:15am
Subject will be semiconductors, the markets, and the economy.

Looking forward to meeting the crew.

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Category: Media

Projected Electoral College Vote: Swing States, 8/2/04

Category: Politics

Washington Post-ABC Post DNC Poll

Category: Politics

Australia makes iPod use illegal

Category: Music

Nice WSJ profile

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There is an embarassingly nice profile in the "Quite Contrary" column of yours truly today. 

My favorite line of the interview (unfortunately) got cut:

"If this is a short term call, its rather late, as the SMHs have already fallen more than a third from their highs, giving back half of their gains. If its a long term call — is this semi-condictor cycle over already? — it seems to be rather early."

  That’s from memory; It was prolly wordier than that (and hence exised).   

UPDATE:  10:45am
In response to those of you without WSJ access, here’s a PDF
WSJ PDF

Source:
Quite Contrary:  Placing a Wager On the Chip Sector
Maxim Strategist Ritholtz Sees Tax-Incentives Sunset Picking Up Semiconductors
By Erin Schulte
Wall Street Journal, August?3,?2004;?Page?C3

http://online.wsj.com/article/0,,SB109147699507480735,00.html


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Category: Media

Baked In?

Category: Finance

Chart of the Week: Real GDP growth

Category: Finance

WSJ: Why Some Think a Kerry Win Could Boost the Stock Market

Interesting observations from the WSJ this weekend:

“The market has a problem with the possibility of a Democrat winning, but doesn’t seem to have a problem with the reality of a Democratic president,” says Tom Gallagher, an analyst at economic-research firm International Strategy & Investment in Washington, D.C. Mr. Gallagher also notes that the market tends to do better under Democratic presidents than under Republicans.”

The article (see link below) is chock full of other counter-intuitive observations. Consider, for rexample . . .

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Category: Finance, Politics

Recessions: A family affair?

Category: Finance

Economic Growth Slows

Category: Finance