"
The activity in the financial markets and on the regulatory front is absolutely amazing. I've been managing money since 1982 when the Dow was well below 1,000, and I have…
I firmly believe that the stock market is way oversold. Current levels for the major indices and most stocks will be significantly higher within the next six to twelve months.…
I spent all weekend hitting refresh on my browser monitoring the news on Lehman, AIG, and Merrill Lynch. Apparently a bunch of Americans decided to do something else: go to…
With the conventions and the Olympics over, the next big event in the TV world is the launch of the fall TV season. Things have been kind of quiet on…
Given all the market volatility and really important macro issues, sometimes I feel bit odd writing about mundane fundamental factors for media stocks but maybe focusing on the micro is…
I think the biggest benefit of the Treasury takeover of Fannie Mae and Freddie Mac is that it will unclog the market for mortgage backed securities. With an explicit US…
The recovery in American Apparel continues as the stock crossed $10 yesterday for the first time since the beginning of April. The stock bottomed out below $6 in late July…
The world of TV transitioned from the Olympics to the political conventions over the past week. The ratings of each event provide some insight to investors. Broadcast networks (ABC/Disney, CBS,…
For the first time since August 2005, Northlake's monthly Market Cap model is flashing a small cap signal. As a result, I sold all client and personal positions that tin…
It looks like a weak finish to the summer box office will leave Summer 2008 just short of Summer 2007's all-time record. Labor Day weekend is down 22% for the…
follow me on Twitter