Economics

Kevin on January 2nd, 2014

For the first time, I published stock picks in 2013. I was inspired by Eddy Elfenbein after reading his Crossing Wall Street blog for many years. He makes it look so easy. His annual “Buy List” has beat the S&P 500 for seven straight years! My goal was to beat the  S&P 500, which returned 32.37% in 2013. [...]

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Kevin on January 2nd, 2013

UPDATE: My goal was to beat the  S&P 500, which returned 32.37% in 2013. Mission Accomplished. SYMBOL NAME SHARES PRICE PAID MKT VALUE GAIN & % GAIN BTU Peabody Energy Corp. 1 26.61 $19.53 $-7.08 -26.61% CFX Colfax Corporation 1 40.35 $63.69 $+23.34 +57.84% DOV Dover Corporation 1 65.71 $96.54 $+30.83 +46.92% DPZ Domino’s Pizza, Inc. 1 43.55 [...]

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This was one of those weeks where I was chomping at the bit to get to WRKO. Joshua Brown is one of the premier financial bloggers, and for almost eight years (next month) my goal has been to bring the best of the blogs to the radio. We did that tonight. Josh’s blog The Reformed [...]

Continue reading about The Reformed Broker, Joshua Brown, discusses his book Backstage Wall Street

One of the things I love most about Pundit Review Radio is getting to read a wide variety of books and then having the opportunity to have extended discussions with the authors. It really is an honor and a thrill. I know I enjoy these segments because I have read every page of all of [...]

Continue reading about Pundit Review Radio book recommendations: Financial Crisis

This was a great honor for me to have Mike Mayo on Pundit Review Radio. He is someone I have long admired for his tenacity, integrity and fearlessness. For the past two decades, he has been the top ranked banking and finance analyst on Wall Street. Fortune named him One of Eight Who Saw The [...]

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Kevin on October 31st, 2011

One of our favorite guests is Jim Pethokoukis, who recently left Reuters to join the American Enterprise Institute. Jim joined us last night to talk about his recent article on income inequality being the new global warming as well as the GOP race and Herman Cain’s appearance at the AEI this morning. Unfortunately, the Politico [...]

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Kevin on July 12th, 2011

So there I am on Saturday, having a lazy afternoon on my back porch, just me, my phone and Twitter. Pundit Review favorite, CNBC contributor and Reuters columnist James Pethokoukis was absolutely on fire, reporting on the debt ceiling meetings and providing extremely prescient insight and analysis. Basically, he nailed it, saying that Boehner would [...]

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