Media Appearance: Kudlow & Company (3/29/07)


Its a TV two-fer today:

Back in the studio tonite with Larry uber-Bull Bob Pisani, from 5:10
- 5:30 pm
(I’m remote from NY).

Recall the last time I was on with Bob Pisani (he as a guest), he was astoundingly Bullish — about a week before the February 27 correction began. (I am now referring to those highs as the Bob Pisani top!)

Also in the studio are Michael Cuggino and the very bearish Gary Shilling.

Since this was scheduled, DELL was halted and news re;eased; It reopened about ~$1 lower: I assume this will be viewed as very company specific, and not spill over to the general tech market. Dell has long since lost its status as a tech bellwhether.

That said, some of the Tech Bears (Hickey, Fleckenstein, et. al.) have argued that much of the "E" in the P/E ratio is pretty ginned up. We now know they were right — at least as far as Dell is concerned.

Tonite will definitely be fun!

Category: Media

Media Appearance: Bloomberg TV (03/29/07)

Category: Media

Q4 ’06 GDP: 2.5%

Category: Data Analysis, Economy

Globalization & Inflation

Category: Economy, Federal Reserve, Inflation, Trading

The CD Is Dead! Long live the CD!

Category: Digital Media, Music, Retail

Bernanke Testimony

Category: Economy, Federal Reserve, Inflation, Real Estate

The Return of Geopolitical Risk

Category: Commodities, Energy, Markets, Politics, Psychology, War/Defense

Case Shiller Housing Composite Flips Negative

Category: Data Analysis, Real Estate

What is the Fed Really Thinking?

Category: Economy, Federal Reserve, Financial Press, Inflation, Markets

Gas & Oil

Category: Commodities, Energy, Inflation