Archive for August, 2011

• Consumer Confidence Throws a Pail of Water at the “All-Clear” Bulls
  Joshua M Brown, August 30th, 2011 at 10:18 am, Comments: 0

  I'm sorry, but I'm sticking with my The Economy is Worsening schtick

• The Spoiled Brat Data Feed
  Joshua M Brown, August 30th, 2011 at 9:16 am, Comments: 0

  Can we make money from people's pissing and moaning on Twitter?

• Hot Links: Untitled
  Joshua M Brown, August 30th, 2011 at 7:08 am, Comments: 0

  Your morning financial links, curated by blind nuns in the hills of Tuscany as the sun was setting on a late summer's day.

• Al Lewis: How to Kill H-P
  Joshua M Brown, August 29th, 2011 at 3:45 pm, Comments: 0

  Hewlett-Packard is a 72-year old Dow component and until a year ago, it was one of America's most innovative and valuable technology companies. Now it looks like death, mostly as a result of getting tech cycle stuff wrong and making a criminally pour choice in leadership.

• Obama Gets One Right, Meet Dr. Alan Krueger
  Joshua M Brown, August 29th, 2011 at 12:45 pm, Comments: 0

  Nice pick, Obama. Hope it leads to some more interesting unemployment policies.

• ETFs and Stock Correlation, Part 458
  Joshua M Brown, August 29th, 2011 at 10:30 am, Comments: 0

  S&P 500 stock correlations are at an even higher level than in 2008. Short-term this is because of panicking, but longer term...

• Me, Myself & Irene
  Joshua M Brown, August 29th, 2011 at 7:27 am, Comments: 0

  The East Coast is a mess even though Irene has been ultimately downgraded to a Nuh-uh-riccane...

• Fortune Magazine on Bank of America, 1947
  Joshua M Brown, August 28th, 2011 at 5:00 pm, Comments: 0

  "Amadeo Peter Giannini, Founder-Chairman of California's Bank of America, has probably had more impact on U.S. banking than any individual since the elder Morgan."

• Capitalism Amid the Rubble of Greece
  Joshua M Brown, August 28th, 2011 at 2:00 pm, Comments: 0

  The second and third largest banks in Greece are going to merge.

• Earnings, GDP and Equity Valuation
  Joshua M Brown, August 28th, 2011 at 10:00 am, Comments: 0

  Even though the relationship between stock values, earnings (corporate profits) and nominal GDP can get stretched in the short-term, in the long-term these three amigos remain pretty tight.