Monthly Archives: May 2008

I was listening to the ever bullish Larry Kudlow in New York a couple of weeks ago and he was saying that he believed the housing recession was over-blown and really limited to a few specific areas. No doubt Larry … Continue reading →

Oppenheimer's Meredith Whitney was on Bloomberg this morning explaining how the credit crunch will continue to impact banks and the broader economy over the months ahead. Whitney is one of my favourite analysts. She is bright, well-informed, and has been … Continue reading →

The stock market rally of the past 2 months has done nothing to refute my concern that we are only in the early stages of a bear market that will continue for the next several months. Of course I could … Continue reading →