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Emerging Markets & The S&P 500

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Response to Gigaom Coverage on CRM

Continue reading “Response to Gigaom Coverage on CRM”
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CRM Still Thinks -1 + -1 = 2

Continue reading “CRM Still Thinks -1 + -1 = 2”
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Auto Sales & Employment Update

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S&P Fair Value Update

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New Consoles To Drive Dagger Through Gamestop’s Main Profit Center (2ND UPDATE W/MICROSOFT COMMENTS)

Continue reading “New Consoles To Drive Dagger Through Gamestop’s Main Profit Center (2ND UPDATE W/MICROSOFT COMMENTS)”
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Housing Thoughts & New Home Supply Sinks to 4.1mos

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Rail Traffic Update

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Housing Update

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Gold’s “Armageddon Premium” Leaving

Continue reading “Gold’s “Armageddon Premium” Leaving”
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In Vegas With A Special Offer for NYC

Continue reading “In Vegas With A Special Offer for NYC”
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Auto Sales and Employment Trend Continues

Continue reading “Auto Sales and Employment Trend Continues”
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Employment and Auto Sales

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Yellow BRK’ers Meetup in Omaha

Continue reading “Yellow BRK’ers Meetup in Omaha”
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S&P Intrinsic Value Update

Continue reading “S&P Intrinsic Value Update”