February 2009 Model Signals: Back to Growth

Northlake’s Style model shifted from value to growth for February. Hopefully, it was only one month late. Last month was awful for value on a relative basis with the Russell 3000 Value (IWW) dropping 11.6% against a decline of just 5.6% for the Russell 3000 Growth (IWZ). The S&P 500 fell 8.6% so last month’s […]

P&G Still Spending

My daily email from All Things Digital had an interesting tidbit on the advertising market. Procter and Gamble is the largest US advertiser and CEO A.G. Lafley was quoted as follows from last week’s earnings call: “We have held our marketing spending, advertising spending and in fact what is really going on is the advertising […]

Monday Media Musings: February 2, 2009

The Super Bowl, the biggest media and advertising event of the year is over. I don’t have any Monday Media Musings about the big game but there is still plenty going of other things going on in the media world. Televisa and Univision Settle Televisa (TV) and Univision settled their long standing litigation. TV will […]