Daily Research Updates
Morning Briefings
Expert market analysis delivered every morning. Stay informed with comprehensive research and data-driven insights.
The Profits Cycle
(1) Contrarian’s scenario. (2) Could the S&P climb to 1565.19 in 2010? (3) Profit margin held up remarkably well this time. (4) Plenty of room for improvement, on the margin. (5) Profits vs. bubble cycles. (6) Battered Investor Syndrome. (7) Crackberries for the masses. (8) IT for fun and profit.
Tyranny of the Technocrats
(1) Power grab by the EPA. (2) Suicide is painless. (3) Three of a kind: Wilson, Carter, & Obama. (4) Meet Lisa Jackson. (5) The oil/gas ratio is narrowing. (6) Why weren’t small businesses invited to Jobs Summit? (7) December’s NFIB survey remained down and out. (8) One job opening for every six unemployed. (9) Growth vs. Value. (10) Health Care is very cheap.
Inverse Relationships
(1) Was Friday’s employment report a major inflection point for gold, the dollar, and stocks? (2) Ben Bernanke and Rahm Emanuel. (3) New EPA ruling could choke the economy. (4) Global growth, not weak dollar, driving commodity prices higher. (5) How does the dollar impact profits? (6) From P/E-led to E-led bull market. (7) Best in breed among Materials: Industrial Gases and Specialty Chemicals.
Normalcy
(1) Above average decline in jobless claims. (2) Revisions could show an uptick in November’s jobs. (3) Washington spending lots of money to create a few jobs. (4) Temporary jobs are better than no jobs. (5) Cash for Caulkers. (6) Did jobless rate peak in October? (7) Productivity on steroids. (8) From Ugly Duckling to Black Swan. (9) Bunning throws heat at Greenspan and Bernanke. (10) Macroeconomists are the problem rather than the solution. (11) “The Messenger” (++).