James Pethokoukis

Obama vs. the hedgie

September 21, 2010

Here is a bit-o-goodness from my Reuters Breakingviews column on the Obama-CNBC town hall yesterday .

The midterms and the markets, take two

September 21, 2010

A bit more from Ed Yardeni on one of my favorite topics:

Yesterday, I reviewed the outstanding performance of the market three months after midterm elections. I also noted that the third years of the presidential cycle tend to be very bullish. The fourth year of presidential terms, along with first and second years, tend to be much less consistently bullish than third years.

The oh-so-slow recovery

September 21, 2010

A great chart from David Rosenberg of Gluskin Sheff showing just weak this recovery has been: