Citi is hosting its 22nd Global Entertainment, Media and Telecom conference this week in San Francisco. Here’s a schedule of the presentations. These companies could see some volatility during these talks: 2012 EMT Agenda 12 …
Continue readingWSJ At 10:00 a.m. ET, wet get the ISM manufacturing index for December. Economists think the index rose to 53.1 from 52.7 in November. Also at 10:00 a.m. we get construction spending for November. Economists …
Continue readingMorningWord 1/3/12: After a fairly volatile year in 2011 that saw a 21% peak to trough draw-down in the SPX and a 30 plus point surge at its highs in the VIX (but still closing …
Continue readingWSJ Congratulations, America, your stock market just ended the year almost precisely unchanged. In what appears to be the smallest annual market move for the S&P 500 since 1950, and possibly in the history of …
Continue readingWith the changing of the calendar, CC and I wanted to take the opportunity to thank all of you who have been with us for the past months and welcome all of you that are …
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