The Kudlow Report

On Thursday night, venture capitalist and DailyFinance columnist Peter Cohan went on CNBC's The Kudlow Report to debate whether the banking industry is at the start of a period of recovery, as Goldman Sachs claimed this week. Here's why he argued that Goldman was dead wrong.

CNBC's Larry Kudlow blogged Tuesday that the a GOP win in November's elections would create an explosion of U.S. job creation. One of his guests that day on The Kudlow Report was DailyFinance's Peter Cohan, who breaks down precisely why that rhetoric doesn't match reality.

For investors, more than half of the financial crisis survival test involves sorting out the valid analysis from the rhetoric. For example, most investors by now know how to avoid overt financial propaganda. Conservative commentator Sean Hannity's show on the Fox News Cable Network is a classic...