The Savings Rate and Consumer Discretionary Stocks

June 30th, 2009 by

James Cullen

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U.S. Savings Rate Rises: Temporary or Trend Reversal? (market folly, 6/30/09)

Are Americans Saving Enough Now? (Top Foreign Stocks, 6/24/09)

Guest Post: “The Savings Rate Has Recovered…if You Ignore the Bottom 99%” (naked capitalism, 8/30/09)

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Accenture (ACN) Earnings and Conference Call Notes

June 26th, 2009 by

James Cullen

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Deltathree Hands the Keys to ACN (Telecom Ramblings, 2/3/09)

(ACN) Accenture Wins Global Outsourcing Deal With Electrolux (Stock Blog Hub, 4/19/10)

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Shorting Moody’s (MCO) on Rating Agency Regime Change

June 22nd, 2009 by

James Cullen

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David Einhorn: Short McGraw Hill (MHP) & Moody's (MCO) - The Curse of the Triple A (market folly, 9/11/09)

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The Only Way This Market Can Rise is Inflation

June 15th, 2009 by

CA Editors

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Best Investments During Inflation (market folly, 8/10/10)

Is Gold a Commodity and Inflation Hedge? (Expected Returns, 8/23/10)

Marc Faber: Massive Inflation and then War (Expected Returns, 7/14/10)

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An Observation from People Who Understand Banking

June 12th, 2009 by

James Cullen

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Are Bank Stocks Such a Good Buy? (naked capitalism, 8/17/10)

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Perry Capital Exits Citigroup (C): Second Quarter Letter (market folly, 7/20/10)

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The Savings Rate and Consumer Discretionary Stocks

Accenture (ACN) Earnings and Conference Call Notes

Shorting Moody’s (MCO) on Rating Agency Regime Change

The Only Way This Market Can Rise is Inflation

An Observation from People Who Understand Banking