Research & Analysis
For several months I’ve been discussing the potential formation of a bubble in the US equity market as represented by major indices and index ETFs such as the S&P... Read More...
I was taking a break from the meanderings of the S&P 500 and the US Treasury bond market yesterday when I came across an interesting YouTube video in which... Read More...
When the Fed announced that it wanted to exit QE, the “genie was let out” in terms of long-term interest rates. Can the Fed put that genie back in... Read More...
The debate about Linn Energy (LINE) is basically over. In an amended S-4/A filing in response to SEC comments, Linn Energy and Linn Co (LNCO) have effectively, and for... Read More...
What Goes Up Must Come Down!
James Montier - GMO
Are the Good Times Never Coming Back?
Binyamin Appelbaum - NY Times
Greece’s Fringe Parties Surge Amid Bailout Ire
Alkman Granitsas and Marcus Walker - WSJ
More Twists for Spanish Banks
Simon Nixon - WSJ
Instability in Financial Markets
Steve Keen - INET
China as the world’s (unreliable) importer
Kate Mackenzie - FT Alphaville
A False Sense of Security
John Hussman - Hussman Funds
The Great Escape: Delivering in a Delevering World
Bill Gross - PIMCO
Market-Related News, Analysis & Commentary
Stock Market News & Financial Analysis
Stock Market, Finance, Money, Hoofy & Boo