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Media Appearance: Kudlow & Company (4/20/06)

Thursday, April 20, 2006 | 03:25 PM

This is the regular gig: Today's Kudlow & Company, is on CNBC today at 5pm. I'm scheduled to be on from 5:00 to 6:00 pm.

Its almost the regular crew: is Marketwatch’s Herbert Greenberg and John Rutledge of Rutledge Capital. Noah Blackstein is back in rehab, and replacing him is David Kotok of Cumberland Advisors.

Topics will include the China, China and China. Also, the market rally, rates, Gold and Oil. And China.

UPDATE: April 21, 2006 5:46am

I watched the show late last night, and it was pretty good -- at least I didn't stammer, and my wild gesticulating hands did a minimum of flailing.

In the heat of the moment, I forgot or didn't get to a few things:

1) I have to pull the Ned Davis research on earnings that shows by the time we get to great earnings, (Mother's milk! Arggh) its way late in the cycle. Ideal stock entry points are when earnings go from really awful to merely bad. By the time we are seeing double digit positives, most equity gains are already banked;

2) Special hat tip on the Short Shorts goes to Crossing Wall Street (and of course I blanked at that moment -- sorry guys!)!>