Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Insider Trading in Hong Kong
- Keith R. McCullough submits: "Tactics without strategy is the noise before defeat." - Sun TzuLike the Single Bullet Theory, the Finger of Blame can strike multiple victims in rapid succession, its power undiminished as it ricochets down the corporate hierarchy. Indeed, it...
- External links 2009-06-05
- Foot Locker: Any Change Is Positive
- Keith R. McCullough submits: So it looks like [[FL]] finally confirmed the speculation that started in April about Matt Serra retiring as CEO. I celebrated a birthday a week ago - let's just say it was a number between 35 and 40. FL is one of the few stocks...
- External links 2009-06-29
- Ailing Italian Economy Ripe for Shorting
- Keith R. McCullough submits: The media has had a field-day with the marital status and personal relations of Italian Prime Minister Silvio Berlusconi over the last months. Apt for inappropriate comments, Berlusconi has recently been quoted saying that "he never paid a woman" and doesn't "understand what satisfaction there is...
- External links 2009-06-28
- Hospital Index's Decline Suggests Obamacare Plan Is in Question
- Keith R. McCullough submits: We watched President Obama’s press conference from Tuesday and spent the last 18 hours internalizing it. There are a couple of key takeaways that are worth emphasizing that relate to a few Research Edge TAIL up to three years investment themes. The first...
- External links 2009-06-25
- Why a COW Should Be in Investors' Portfolios
- Keith R. McCullough submits: I suspect that Keith is a Canadian cowboy at heart. I arrived at this suspicion based on several clues: 1) last Halloween he came in to the office dressed in full cowboy regalia, 2) when he and I first met it turned out that one of...
- External links 2009-06-19
- CPI Reading Gives the Economy Breathing Room
- Keith R. McCullough submits: Yesterday's CPI buys more time for the "free money" cycle. Buying time can be expensive. Keith and I talk about history frequently. I know a bit about a fairly broad range of economic and political history, in part because of my education and in part because...
- External links 2009-06-19
- Initial Claims Number Indicates Bottom Is Not Here Yet
- Keith R. McCullough submits: Initial claims continue to hover above the 600K line in the sand Today's initial claims number arrived at 608K; 3k higher than the prior week's number which was revised upwards by 4K, but still below the four week moving average by 8k. Since last week's bullish...
- External links 2009-06-19
- Oil's TAIL Is Supply
- Keith R. McCullough submits: We've started discussing some of our TAIL prices and themes lately, which relate to a duration of three years or more. Following its dramatic reflation year-to-date, oil is now trading very close to its TAIL price; a breakout above would be bullish for a...
- External links 2009-06-19
- Confidence in the Markets Continues to Decline
- Keith R. McCullough submits: We stay focused on CONFIDENCE because it is an important factor in the Research Edge MACRO models. Last Friday when we wrote the Early Look, it was all about CONFIDENCE. As we said then, and we'll say again, the improvement we have seen...
- External links 2009-06-18
- Housing Market Has Clearly Bottomed for Now
- Keith R. McCullough submits: Finding a bottom always seems easy, in hindsight…. As measures by the NAHB Housing Market Index (HMI) home builders remain cautious and concerned about prospects for the housing market, but that was Monday; Tuesday’s key data point was Commerce Department numbers showing that...
- External links 2009-06-17
- Too Many Chiefs in the Financial Kitchen
- Keith R. McCullough submits: When everyone is somebody, then no one's anybody. - W.S. Gilbert, "The Gondoliers" by Research Edge
- External links 2009-06-16
- Can China Keep This Momentum Going?
- Keith R. McCullough submits: We're fairly certain that being bullish on China is no longer a unique concept. The question now is can consensus continue to be right? Taking a step back, in December of last year one of our Top 3 Macro Themes for Q1'09 was...
- External links 2009-06-16
- Drill, Baby, Drill: IEA Report on Energy Demand and the Services Markets
- Keith R. McCullough submits: The International Energy Agency increased its forecast of global oil consumption by 120,000 barrels per day earlier today. The Agency’s new projection is for 83.3MM barrels per day in demand, which is down 2.9% y-o-y. This data point is noteworthy for the fact...
- External links 2009-06-12
- Burning the Buck: The Demise of the Dollar
- Keith R. McCullough submits: “Fear keeps you from making as much money as you ought to.” -Jesse Livermore, Reminiscence of a Stock Operator by Research Edge
- External links 2009-06-10
- Global Finance's Golden Rule
- Keith R. McCullough submits: I followed a golden rule, namely, that whenever a published fact, a new observation or thought came across me, which was opposed to my general results, to make memorandum of it without fail.-Charles Darwin Darwin’s Golden Rule is one that needs to be rigorously applied to...
- External links 2009-06-09
- Bullish on Chinese Recovery
- Keith R. McCullough submits: Taiwan export data indicates that Chinese buyers are still shopping... At -31.4%, Taiwanese export data for May released earlier today showed a sequential improvement on a year-over-year basis from April's figures. As anticipated, a major factor was an increase in shipments bound for the mainland, with...
- External links 2009-06-09
- The World Cup of Unemployment: Canada vs. United States
- Keith R. McCullough submits: We reinitiated our long position in Canada late last week on the back of some extensive work we had been doing comparing the fiscal health of Canada versus the United States. We also wanted to make a quick call out highlighting comparative unemployment trajectories between...
- External links 2009-06-09
- Barking Over the Market Consensus
- Keith R. McCullough submits: “One dog barks because it sees something; a hundred dogs bark because they heard the first dog bark.” -Chinese Proverb by Research Edge
- External links 2009-06-09
- China Taking Destiny into Its Own Hands
- Keith R. McCullough submits: “Tis a common proof… That lowliness is young ambitions ladder.”-William Shakespeare Don’t worry - I didn’t spend the last week reading Shakespeare. I did, however, brush up on my late 19th century global central banking history, and that’s actually where I came across that quote....
- External links 2009-06-29
Additional Resources
- Intergraph and Structural Research Announce COSMOS/M® DESIGNER II for Solid Edge, Powerful, Low Cost Windows-Based Design and Analysis System
- HUNTSVILLE, Ala.--BUSINESS WIRE--June 27, 1996--Intergraph Software Solutions and Structural Research & Analysis Corp. Los Angeles today announced COSMOS/M DESIGNER II for Solid EdgeTM. COSMOS/M DESIGNER II for Solid Edge joins Solid Edge's parametric, feature-based solid modeling capabilities with the analysis power and speed of COSMOS/M and COSMOS/FFER from Structural...
- Research articles 1996-06-27
- << Previous
- page 1 of 1
- Next >>
Presented by American Express