For those of you that haven't taken a look at them in a while, I would highly recommend it. They have dug deeper and provided lots of analysis lacking in many of the other trade weeklies. This essay is composed in HTML and can be read in your browser. This is not always a simple process, and I'll be happy to provide help if I can. If you are getting this directly from me, or if someone is forwarding it to you, and you want to change that situation, let me know.
Subscriptions are always free of charge.