All of the leading cloud computing stocks are surging higher this morning. The catalyst for the rally in the popular cloud computing stocks is due to the strong positive reaction to the F5 Networks Inc... Read »

FOX Business Network (FBN) Senior Correspondent Charlie Gasparino reports Morgan Stanley’s (MS) Chairman of International Business Walid Chamma is set to retire. [Courtesy of FOX Business Network].  Read More →

This is the time of year when we get to read all the stories about how the economy is poised to do better in the coming year. There have been a couple of these today, and I expect more will follow. Better... Read »

From the WSJ: While quantitative easing boosts the value of pension assets, it lowers investment returns and increases estimates of future liabilities. Because typical defined-benefit plans are only 70%... Read »

Olvier Blanchard is a very well-respected academic economist, and currently also Chief Economist at the International Monetary Fund. He sees today’s current big problems primarily due to investors. Self-fulfilling... Read »

The Tree comes to us via one of our favorite international sites, The Drunkeynesian,  in Brazil.   Full of smart economics, finance, and culture.   A site everyone should be monitoring.  Read More →

We didn’t see a rally from the 2d week of December on, when it often arrives and shows strength. Instead, we have started the Classic Santa Rally, which comes in the last five trading sessions of... Read »

I was talking with SF Chronicle columnist Kathleen Pender yesterday, and she shared a trenchant observation:  now that Congress has figured out a way to use the GSEs to raise revenue (via raising G-fees),... Read »

U.S. equities just keep marching higher on a low volume Santa Claus ramp.  Favorable technical patterns, though not confirmed by volume, keeps the dip buyers hanging in there. We spoke of the inverted... Read »

Ouch! Only three positive months in the last year. Lots of pain out there. Be charitable this holiday season, our friends. The return is tremendous.  Read More →