Wednesday, January 13, 2010

Stimulus Watch: Not more bad is good

Over the next few months, the receding stimulus will have a negative effect. But what has it done thus far?

According to the rail car stats, nothing but stabilize the situation.

But looking at a bigger picture, things have been less worse.

Understanding what this will mean in the next few quarters is "above my pay grade".

This blog will continue to look for opportunities, long or short, wherever they arise.