pra-blog.blogspot.com
The Reasoned Sceptic: MF Global, Corzine & Gensler
http://pra-blog.blogspot.com/2011/12/mf-global-corzine-gensler.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Monday, December 05, 2011. MF Global, Corzine and Gensler. What the editorial explains, correctly, I believe, is that it's not quite correct to simply say that Dodd-Frank and the o...
pra-blog.blogspot.com
The Reasoned Sceptic: Google Speeds Cable Disintermediation Via YouTube Celebrity Channels
http://pra-blog.blogspot.com/2011/11/google-speeds-cable-disintermediation.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Tuesday, November 22, 2011. Google Speeds Cable Disintermediation Via YouTube Celebrity Channels. That's what seems to be about to occur at Google/YouTube. I've been writing about ...
pra-blog.blogspot.com
The Reasoned Sceptic: The Enduring Fundamental Importance of Economics
http://pra-blog.blogspot.com/2012/10/the-enduring-fundamental-importance-of.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Tuesday, October 16, 2012. The Enduring Fundamental Importance of Economics. It reminds us that United States economic power may also wane over time. View my complete profile.
pra-blog.blogspot.com
The Reasoned Sceptic: S&P500 Index Performance vs. US Economy- Now You Know Why They've Diverged
http://pra-blog.blogspot.com/2011/11/s-index-performance-vs-us-economy-now.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Friday, November 25, 2011. S&P500 Index Performance vs. US Economy- Now You Know Why They've Diverged. Finally, a really good, solid datapoint! US Firms Eager to Add Foreign Jobs".
pra-blog.blogspot.com
The Reasoned Sceptic: Belated reflections
http://pra-blog.blogspot.com/2012/10/belated-reflections.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Monday, October 15, 2012. Sadly probably few if any. Subscribe to: Post Comments (Atom). A well-educated veteran of US corporate strategy positions and hedge fund management, as we...
pra-blog.blogspot.com
The Reasoned Sceptic: Black Friday & Yesterday's Equity Market Pop
http://pra-blog.blogspot.com/2011/11/black-friday-yesterdays-equity-market.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Tuesday, November 29, 2011. Black Friday and Yesterday's Equity Market Pop. Moreover, as I watched CNBC's coverage of the unfolding Friday shopping, guest hosted by well-regarded r...
pra-blog.blogspot.com
The Reasoned Sceptic: What Did I Miss? Evidently Nothing.
http://pra-blog.blogspot.com/2011/11/what-did-i-miss-evidently-nothing.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Monday, November 21, 2011. What Did I Miss? Or a year, for that matter! The S&P was at today's levels a year ago this week. At present, November's S&P monthly return is below -5%.
pra-blog.blogspot.com
The Reasoned Sceptic: Tom Keene's Housing-Related Program Yesterday On Bloomberg
http://pra-blog.blogspot.com/2011/11/tom-keenes-housing-related-program.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Wednesday, November 30, 2011. Tom Keene's Housing-Related Program Yesterday On Bloomberg. Keene was totally in love with a trend chart purporting to illustrate that job growth was ...
pra-blog.blogspot.com
The Reasoned Sceptic: Monetary Cocaine From Six Central Banks
http://pra-blog.blogspot.com/2011/12/monetary-cocaine-from-six-central-banks.html
A collection of often sceptical, always candid observations and insights on the US economy and large-cap equity markets. Readers have observed my style and perspective to be that "the emperor has no clothes," and that is reasonably accurate. Postings reflect my philosophies and perspectives on economics, business and politics. Thursday, December 01, 2011. Monetary Cocaine From Six Central Banks. This news, along with a optimistic ADP payroll forecast, drove the S&P500 Index up 4.3%. Recall how George Sor...