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More Evidence Banks Clearing Inventory at Faster Rates (updated)

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Rail Traffic Also Bucking Trend

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More Questionable Bank of America Reporting

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Temp Employment Breaks Historical Trend

Continue reading “Temp Employment Breaks Historical Trend”
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Salesforce’s “Incentive Pricing” Looks Permanent

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Davidson: “The Great Pessimism”

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Does Salesforce.com’s “Aggressive Incentives” Mean It Might Miss Q4?

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Book Value Growth & Share Price Growth: The Correlation

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“Davidson”: S&P Fair Value 1420

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Subs: Wednesday’s Links ..(corrected)

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Subs: Ron Woos Martha

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Finally An Analyst Meritocracy……Welcome to Estimize

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Subs: It Wise To Ignore 99% Of What Is Reported On Banks….Maybe 99.9%….

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St. Joe to Partner on 400k Sq Ft Shopping Center

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Subs: Monday’s Links

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