AT&T Lagging on Strike Worries?

AT&T has been lagging a bit the last few days, especially today. Telecom in general has had a tough time. I think worries over wireless competition amid slowing subscriber growth and tight consumer budgets is probably an issue. For AT&T in particular, there is also the threat of a strike. A contract with over 100,000 […]

Inventories Coming Down is Bullish

One of the things necessary to turn the GDP numbers is a change in production schedules of factories. At first, all that will occur is a cessation of the cuts in production schedules. This is probably already at work and explains some of the better economic statistics lately. The stats are not signaling growth but […]

Monsters vs. Aliens Falling Short

I’ve written catuious commentary since Monsters vs. Aliens opened to $59 million in North America, in line with analyst estimates. The second weekend saw a drop of 45%, which is on the high side. The film is tracking close to Ice Age 2 over the past week but is $10 million behind overall. Ice Age […]