Panera and SPX Corp. Show This Tug of War (RealMoney.com $)
These names nicely illustrate the undercurrents in today's market.
12:33PM 10/28/09
Positive Signs for Those Who Care to Look (RealMoney.com $)
You don't see this kind of rally in a bear market.
03:29PM 10/19/09
The Right Numbers Don't Lie (RealMoney.com $)
People are looking at the wrong comparables -- they need to be looking at linked quarters.
10:13AM 10/19/09
Weak Dollar Powering Profits (RealMoney.com $)
The weak dollar is benefiting U.S. corporations and no longer going against them.
06:30AM 09/23/09
The Catch-Up Trade is Petering Out (RealMoney.com $)
With the leaders falling, nothing is propping up the also-rans.
09:27AM 09/21/09
These Things Matter (RealMoney.com $)
Job claims are key, but there are plenty of other important indicators to keep in mind.
09:31AM 09/15/09
Autos and Housing Picking Up Steam (RealMoney.com $)
These are very important trends to watch on the macro and micro fronts.
04:28PM 07/27/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 07/25/09
Buyers Will Be Proved Right (RealMoney.com $)
Earnings were strong at a host of companies. Imagine if the environment was better.
06:40AM 07/22/09
We Can't Lose the Banks Here (RealMoney.com $)
We can rally without them, but it won't be exciting or broad-based.
03:50PM 07/21/09
Bernanke Throws Cold Water on the Rally (RealMoney.com $)
The Fed chief has his own reasons for telling Congress that the economy is still bad.
02:43PM 07/21/09
Industrials Got Way Ahead of the Downturn (RealMoney.com $)
The earnings models will vastly understate the piles of cash these companies can make.
09:21AM 07/21/09
Eaton's a Sign the Bulls Are in Charge (RealMoney.com $)
All of Eaton's businesses declined. The stock, however, gapped and never looked back.
06:21AM 07/21/09
Things Don't Fall Apart (RealMoney.com $)
Despite the barrage of negative coverage, the market shows that not everything is awful.
05:57PM 07/20/09
We're Being Blinded by Rose-Colored Glasses (RealMoney.com $)
I certainly see the good out there, but don't ignore the very real headwinds for this market.
01:11PM 07/20/09
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