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January 2011



Wow - S&P at 1300 and GDP growing > 3.0%!

January 28, 2011 – Comments (8)

It seems like the reality of our underlying economic health is oozing through the media fog.  We've had persistently extremely negative media in the US since 2008.   [more]



If you have time, NPR interview on MTW and China.

January 26, 2011 – Comments (10) | RELATED TICKERS: MTW , VWDRY , GE

This is a great listen from NPR (about 8 minutes) to understand the problems of America and China happening today.  It basically outlines a repeated story of what happens when western companies enter China.  [more]



The Bears were defeated in 2009, and will be again, this sunday sunday sunday!

January 21, 2011 – Comments (6)

Remember all that talk about inflation, deflation, L-shaped recoveries, U-shaped recoveries, Wave-Count-Theory, blah blah blah?  We argued on CAPS for sooo many unproductive hours about all sorts of things that all depend on so many assumptions and data points that are all quite silly in the end.  That's why economics is a little BS, all the assumptions before you can make any predictions.     [more]



DSCOD is delaying FDA attempt until fall.

January 11, 2011 – Comments (1) | RELATED TICKERS: WINT

From WSJ:  [more]

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