Archive for November, 2007

  • A Look at Apple’s 10-K
    , November 19th, 2007 at 9:47 am

    Michelle Leder reads Apple’s 10-K so we don’t have to: When Apple (AAPL) came out with its Iphone at the end of June, there was [...]

  • A-Rod and W-Buf
    , November 19th, 2007 at 7:13 am

    It looks like A-Rod will re-sign with the Yankees. He’ll also win his third MVP award today. The Wall Street Journal reports that A-Rod got [...]

  • RIP: John Noble
    , November 17th, 2007 at 12:25 am

    Have a look at this amazing obituary of John Noble, an American who lived in Germany during the World War II. Although he was never [...]

  • The Bank of Starbucks
    , November 16th, 2007 at 7:40 pm

    I always liked this Starbucks (SBUX) in suburban Maryland. It’s so obvious that it used to be a bank. The even kept the drive-thru:

  • The Decline of Fannie
    , November 16th, 2007 at 11:18 am

    I have to say that I’m amazed by the decline and fall of Fannie Mae (FNM). Not that the company doesn’t deserve it, but to [...]

  • Inflation and Sex
    , November 16th, 2007 at 10:46 am

    When people are asked what the inflation rate is, apparently your gender is an important factor. Caroline Baum has the 411: “That men and women [...]

  • Nassim Nicholas Taleb on Charlie Rose
    , November 16th, 2007 at 8:31 am

  • Homebuilding Stocks
    , November 16th, 2007 at 7:53 am

    Here’s a colorful look at how some homebuilders have done for the past five years. As you can see, a company’s industry group is a [...]

  • Sign of the Times
    , November 15th, 2007 at 6:32 pm

    The dollar’s prestige continues to suffer: In a video for the movie “American Gangster,” hip-hop maestro Jay-Z thumbs through a wad of 500-euro notes on [...]

  • The Cyclical Bear Market
    , November 15th, 2007 at 4:31 pm

    Over the summer, I had several posts about how the outperformance of cyclical stocks was soon going to end. I particularly looked at how the [...]

  • My Favorite Links
    , November 15th, 2007 at 2:39 pm

    I don’t do this often enough, but please visit my links page to read some of my favorite stock bloggers. Here are some blogs I’ve [...]

  • Modest Inflation Last Month
    , November 15th, 2007 at 11:55 am

    The Wall Street Journal reports: The consumer price index rose 0.3% in October, the Labor Department said Thursday, matching September’s increase. The core CPI, which [...]

  • The Yield Curve Widens
    , November 14th, 2007 at 12:28 pm

    Eighteen months ago, the long end of the yield curve was almost perfectly flat. Today, some daylight can finally be seen between the long-end yields. [...]

  • Attention Math Nerds
    , November 13th, 2007 at 1:58 pm

    Here’s a spreadsheet of some multiple regressions I ran. I looked at the daily changes of the 10 S&P industry groups against each other. The [...]

  • Fear the Yen
    , November 13th, 2007 at 12:27 pm

    Here are some stunning stats from Ken Fisher in yesterday’s Financial Times: Forget the falling dollar. What we should fear is a rising yen. The [...]

  • Yay Me!
    , November 13th, 2007 at 12:09 pm

    This is a bit scary of me to say, but the Buy List has been doing incredibly well lately. We’ve beaten the S&P 500 for [...]

  • Still a Bull
    , November 13th, 2007 at 11:13 am

    He’s a chart of why I still like the stock market. The black line is the S&P 500 and it follows the left scale. The [...]

  • Breakfast at Wall Strip
    , November 13th, 2007 at 9:12 am

    Lindsay does a great Audrey Hepburn. Next, I hope they do My Fair Isaac. (“I could have bouuuught all night…”) Take the Wallstrip survey!

  • Leucadia National (LUK)
    , November 12th, 2007 at 2:26 pm

    One of my favorite stocks, Leucadia National (LUK), reported earnings on Friday. If you’re not familiar with Leucadia, it’s basically the Greta Garbo of the [...]

  • How to Profit from a Crash in China
    , November 12th, 2007 at 11:10 am

    Some market observers think the Chinese market is a bubble. Me, I’m convinced. The Shanghai Composite has basically doubled this year, and it doubled last [...]