Advance inflation indicators have dropped off during
February, notwithstanding today's short squeeze on the
price of crude following reports of an aborted attack on
the Saudis' largest production facility. With crude
supplies on an upswing, pricing may ease further in the days
ahead. Crude producers and pit traders are doing their best

...read more

Source - http://capmarketline.blogspot.com/2006/02/inflation-situation.html

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The stock market has been sensitive to changes in the
levels of Fed Credit and the Adjusted Monetary Base (AMB)
since mid-2003. This has been so because traders have
taken to monitoring The Federal Open Market Commitee's
doings carefully as the economy has expanded to glean
changes in monetary policy. The Fed has tightened up
gradually o


Source - http://capmarketline.blogspot.com/2006/02/stock-market-and-monetary-liquidity.ht...

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• Int'l Game Tech. (IGT) has been on fire of late. Co. reported very strong quarterly #s. Particularly impressive were gains in ARPU and non-machine sales. Here's the Mark Sellers int
  
  
  ...read more
  
  Source - http://investorintelligence.blogspot.com/2006/01/news-and-notes.html
  

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OFI is a stock that came across my radar screen via VIC. Before I begin, note that OFI is a microcap stock and my track record with stocks in this area is poor. But these mistakes have been in the sexy sectors -- biotech, medtech, any tech. One difference here is that OFI is decidedly unsexy. OFI manufactures frozen food products (entrees, meal compon


Source - http://investorintelligence.blogspot.com/2006/01/my-newest-position-overhill-far...

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What is it? I don't know. Where is it? Maybe it's in Seth Klarman's "Margin of Safety." No, I decided not to fork over the $700 for this mysterious tome; my library is going to snag me a copy. I'll let you know if I come across any nuggets. I'm also just getting into Thorton O'Glove's "Quality of Earnings." So far, so good.