Archive for November, 2007

  • The Turnaround at Dell
    , November 30th, 2007 at 10:22 am

    Dell’s (DELL) rebound isn’t going as smoothly as had Wall Street hoped. The company just reported a decent earnings increase, 34 cents a share compared [...]

  • Three-Month T-Bill Hits 2.8%
    , November 29th, 2007 at 12:46 pm

    I’m amazed at the plunge in Treasury yields. The three-month T-Bill rate touched 2.8% this morning. We’re approaching the low of 2.40 from August. I [...]

  • Bloomberg Profile of Jim Simons
    , November 28th, 2007 at 9:36 am

    Jim Simons doesn’t talk with the media much. You can tell why. Renaissance is under increasing pressure to stay ahead of the pack — and [...]

  • Buy List Update
    , November 28th, 2007 at 7:28 am

    The Buy List continues with a very impressive fourth-quarter rally in terms of relative performance. Through yesterday, the Buy List was down 0.32% for the [...]

  • The Plunge of the 10-Year Yield
    , November 27th, 2007 at 11:49 am

    Yesterday was the 11th largest fall in the 10-year T-bond rate since 1962. (Note: I’m referring to the percent change in the rate.) Date……………………..Change 10/20/1987……………..-7.39% [...]

  • Wall Strip Looks at Fair Isaac
    , November 27th, 2007 at 10:31 am

    Take the Wallstrip survey!

  • An Official Correction
    , November 26th, 2007 at 4:51 pm

    The Dow is now down 10% from its all-time high close. On October 9, the Dow closed at 14,164.53. Today’s close of 12743.44 makes for [...]

  • Bed Bath & Beyond Is Now Below $30
    , November 26th, 2007 at 12:37 pm

    Shares of Bed Bath & Beyond (BBBY) are now trading at $29.72. This is the lowest the stock has been in the last five years. [...]

  • Cyber Monday Myth and Reality
    , November 26th, 2007 at 9:50 am

    Don’t get too worked up about Black Friday or Cyber Monday. They’re not the busiest days of the year. While not as famous as Black [...]

  • Barron’s on Harley-Davidson
    , November 24th, 2007 at 7:50 pm

    Interesting: Yet when the Street throws in the towel on Harley-Davidson — as it seems to do every few years — that is usually the [...]

  • Web Freebies
    , November 24th, 2007 at 4:33 pm

    This is cool. Business Week has listed 101 freebies on the Web.

  • The World’s Largest Outlet Mall
    , November 24th, 2007 at 3:53 pm

    In the eyes of Europeans, the United States has become one enormous outlet mall: Hours after her flight from Dublin landed in Boston on Thanksgiving, [...]

  • The S&P 500 Is Down for the Year
    , November 22nd, 2007 at 12:10 pm

    Since the start of 2007, the S&P 500 is down 0.11%. Including dividends, the index is up 1.56%. The Wilshire 5000, which is the broadest [...]

  • Michael Strahan’s Mad Money Outtake
    , November 21st, 2007 at 12:39 pm

  • Your Guide to the Subprime Market
    , November 21st, 2007 at 10:43 am

    If you have no idea what the subprime market is, this paper is a pretty good guide. Even though it’s written by economists, much of [...]

  • The 10-Year T-Bond Yield Plunges
    , November 21st, 2007 at 10:21 am

    Just five months ago, you could have locked in a 10-year T-Bond at 5.33%. Earlier today, it hit 4.003%. From Bloomberg: “What we’re seeing is [...]

  • Computer Problems Delay Zimbabwe’s Inflation Report
    , November 20th, 2007 at 12:19 pm

    Experts believe inflation jumped from 8,000% in September to 15,000% in October. Zimbabwe’s Central Statistical Office (CSO) was due to issue the figures last week. [...]

  • Medtronic’s Earnings
    , November 20th, 2007 at 10:35 am

    Shares are Medtronic (MDT) are much higher today. Actually, the stock is really gaining back much of what it lost over the past month. MDT [...]

  • Third-Quarter Earnings By Sector
    , November 19th, 2007 at 1:31 pm

    So far, it looks like earnings for the S&P 500 will decline about 8.5% from last year. The pain, however, is not being felt equally. [...]

  • America Finally Wins Vietnam War
    , November 19th, 2007 at 10:08 am

    It took awhile: HANOI — Hang around Vietnamese cafés long enough and you are likely to see an arresting sight: one person handing another a [...]