Last night at a dinner Frank loved:
- Small cap defense stocks.
- CRM
- Anything in India
- Tower stocks. (American Tower, etc)
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Blog Archive
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2010
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July
(33)
- uh oh from CMI
- Will the real Bullard please stand up? They know ...
- Real GDP, not so much...
- Baltic Dry vs. Container Index
- Rogoff FT Opinion - No need for Fiscal Surge
- Macquarie China Lunch Meeting - Interesting
- Bernanke Preview
- NABE survey
- The Keynesians have learnt nothing - Niall Ferguson
- NAHB index - yeesh!
- Frank Texteira - Wellington Mgt. Legendary Chartist
- Chinese blow out T-bonds
- Deleveraging is a Myth
- Fed Murders the Dollar - Daily Telegraph
- Philly Fed Analysis
- de Gaulle had it right
- Econ Thursday- Empire State, Weekly Claims
- FOMC MINUTES ARE OUT
- Rosie Quote
- Inventory Adjustment is Over?
- Wouldn't fit on BBi blog....
- Rail Traffic
- Boxer Rebellion Reprise (but this time with a diff...
- Trade Deficit, Back to the Future
- Small Biz still not hiring
- Futility of Debt
- Doug Kass, usually bearish, turns Bullish!!
- Delinquencies Rise
- Debt Daze
- Confidential Merrill Report says Spain May tap EU-...
- Jobs & Factory Orders ..Jobs weakish, Factory very...
- Autos
- It just keeps getting worse - ISM mfg & Home sales
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July
(33)
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