Cutting Through the Noise
July 4, 2006
I can't help but feel that the move by Phelps Dodge to buy (or merge with) Inco and Falconbridge will turn out badly. I admit, I'm not a bull on commodities. I think record high prices will stimulate significant growth ...
Read MoreJune 28, 2006
The news was out last week that China's economic growth in the first quarter was as strong as ever. The message was the same as it is every quarter (boring!), but it's nonetheless important because China's rapid growth is the ...
Read MoreJune 22, 2006
It is pretty much conventional wisdom that the housing cycle in the U.S. is going to turn down. The fundamentals point that way and there are now signs of a slowdown. The consensus amongst the analysts, however, it that it ...
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