Intel: No News is Big News
Intel's blockbuster guidance revision shouldn't have been a surprise -- but it may signal the beginning of the end for whacky techstock valuations.
Intel's blockbuster guidance revision shouldn't have been a surprise -- but it may signal the beginning of the end for whacky techstock valuations.
For the Fed, reversing last year's rate cuts looks likely to stay on hold.
The overall market is normally valued for the first time in 5-1/2 years and earnings recovery is at hand -- what are the risks?
Oracle beats, but the tech sector will still get beat up. The focus of economic recovery is elsewhere.
Don't believe the scare stories about the record trade deficit -- it's a sign that the US economy is recovering.
The "don't fight the Fed" and "super-V superbull" crowds are capitulating -- and that's an opportunity for the rest of us.
The latest accounting bombshell will have investors wondering "what is reality?" It could create a great buying opportunity.
Calls for the Fed to ease now are as misguided as were the calls for tightening two months ago.
In tech, recovery is elusive and stocks are still rich. The Old Economy is now the engine of recovery -- and it's cheap.
In the super-charged anti-business atmosphere of Washington, the dreaded Levin-McCain stock options bill -- S.1940 -- is at-the-money.