Some Weekly Reports From Yesteryear
"The Big Picture"
- September 21, 2001
The expanded memo that we wrote on the bleakest day of a terribly bleak month on Wall Street.
"Major Themes Of 2002" - January 4, 2002
Putting everything into perspective as the new year began.
1) It's Not A Secular Bull Market Any More
2) The Stock Market Is Staging A Cyclical
Recovery
3) Upside Potential In This Cyclical Recovery May Be Less Than Usual
4) Mid-Cap
and Small-Cap Stocks Will Lead The Market
5) Big NASDAQ Stocks Remain The
Big Problem Area
Extraordinary Popular Delusions And The Madness
Of Crowds -- A la 1999 - April 27, 1999
Priceline.com worth more than Delta, UAL and USAir? You gotta be kidding!
Small Stocks Vs. Big Stocks: A Real Long-Term
Perspective - April 23, 1999
If you're only comparing them back to 1975, you're missing something...
The Story Of Baxter, U. S. Steel and John
Maurice - April 9, 1999
What things were like at the height of the Nifty Fifty Era - and a man
who pointed out that the Emperor was naked...
"The Wall Street Version Of A Classic
Greek Tragedy" - March 12, 1999
Something's terribly, terribly wrong here...
"Deja Vu" - January 10, 1999
We saw a speculative frenzy like this before -- 30 years ago.
"Deja Vu II" - January 11, 1999
We saw a boom like the Internet boom before, too -- the early days of the
PC boom.