Media Appearance: Kudlow & Company (4/20/06)



This is the regular gig: 

Today’s Kudlow & Company, is on CNBC today at 5pm. I’m scheduled to be on from 5:00 to 6:00 pm.

Its almost the regular crew: is Marketwatch’s Herbert Greenberg and John Rutledge of Rutledge Capital. Noah Blackstein is back in rehab, and replacing him is David Kotok of Cumberland Advisors.

Topics will include the China, China and China. Also, the market rally, rates, Gold and Oil. And China.


UPDATE:  April 21, 2006 5:46am

I watched the show late last night, and it was pretty good –  at least I didn’t stammer, and my wild gesticulating hands did a minimum of flailing.

In the heat of the moment, I forgot or didn’t get to a few things:

1) I have to pull the Ned Davis research on earnings that shows by the time we get to great earnings, (Mother’s milk! Arggh) its way late in the cycle. Ideal stock entry points are when earnings go from really awful to merely bad.  By the time we are seeing double digit positives, most equity gains are already banked;

2) Special hat tip on the Short Shorts goes to Crossing Wall Street (and of course I blanked at that moment — sorry guys!)!>

Category: Media

Short? Or Short Shorts?

Category: Psychology

Margin Loans Make a Comeback

Category: Investing, Markets, Psychology

More signs of Speculation

Category: Apprenticed Investor, Markets, Psychology, Technical Analysis

Oil Price History

Category: Commodities

Media Appearance: Kudlow & Company (4/19/06)

Category: Media

Dow Jones/Gold Relative Ratio, Annual Data from 1896

Category: Commodities, Investing, Markets, Technical Analysis

After Final Discount Rate Hike

Category: Federal Reserve, Inflation, Investing, Markets

Fed Halt Now Baked into the Cake

Category: Federal Reserve, Investing, Markets, Psychology

Fed Minutes

Category: Federal Reserve