Not just in California, December 31, 2005

Housing vs. Jobs, December 16, 2005

The fall of Flint, December 13, 2005

Happy noise, December 8, 2005

Test of the high?, December 3, 2005

Inventory Clearout, November 22, 2005

Looking for an edge, November 17, 2005

Non sequitur, November 5, 2005

Strong for whom?, October 31, 2005

If they don't already know..., October 23, 2005

Over-booking vs. actual demand, October 5, 2005

CI Real Estate Overview, Sept. 28, 2005

IC Inventory Building 3Q05, September 18, 2005

RE loans vs. prices, September 17, 2005

I see cheerleaders, August 30, 2005

Denali Memory Market Outlook, August 27, 2005

Working harder in tough times, August 24, 2005

SEMI delays monthly report, August 18, 2005

Is this how it starts?, August 10, 2005

You call this "research"?, August 5, 2005

UBS review of Sun Microsystems, July 29, 2005

What employment numbers tell us, July 24, 2005

Does commercial real estate matter?, July 6, 2005

Semico: End of Semi Cycle?, July 2, 2005

Memory Report- June 2005, July 1, 2005

Where are the hot start-ups?, June 22, 2005

(back to current missives...)