To continue the thought from our blog update this weekend, there was much hue and cry about technology and…
A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…
In the “it is better to be born lucky than smart” category, we sold all of our Intuitive Surgical (ISRG),…
As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…
If there is a better chart for measuring the trade-weighted dollar, or the dollar against the world’s major currencies either…