May 2008

Sentiment is a hard thing to measure.  How do you quantify "bullishness"?  Sentiment, as defined by Webster, is an attitude, thought, or judgment prompted by feeling. And as anybody who's ever been in a stupid argument with a lover over who's done more for whom or who's done less to whom, then you know trying to count up and measure feelings is a fool's mission. Alas, sentiment matters when ... read more

1. Modeling Super Inflation 2. Have Gun, Will Buy Next Panic 3. Don't Short the Buffett Bubble Here's what I was thinking about today 1. Gisele earned $35 million last year according to Forbes. If she'd been paid in Euros, that'd same pay package would be worth $45 million. Inflation sucks, even for super models, huh? 2. We hit four month highs in the stock markets today, just a few ... read more

Kevin Depew, Minyanville Robert Van Battenburg John Singer Fred Krupp Paul Murphy, Noah Resturaunt Group CEO E Bnjamin Skinner J. Justin Wilson Nathan Burton, Magician ... read more

As I asked repeatedly on Happy Hour last night -- if the politicians really want to provide some relief for the little guy at the gas pump, then why not permanently eliminate the tax at the gas pump. See how that works? 2 + 2 = 4. But nooo, the Republicans and Democrats in power have all these tricks they play to screw over you at home and make sure they line the pockets of the big guys. ... read more