Research & Analysis
Summary US households and businesses have accumulated enormous hoards of liquidity. The gradual normalization of risk aversion and liquidity preferences will drive a significant acceleration of spending growth. On... Read More...
Summary An advisor to President Putin suggested that if the US dares to impose sanctions on Russia for invading Crimea, Russia and its allies should retaliate by dumping US... Read More...
Summary Despite the recent string of all-time highs, from a market psychology perspective, there is little reason to believe that stocks are peaking. This time is very different from... Read More...
According to many economists, one of the main factors that weighed down the US economy in 2013 and contributed to sub-trend GDP growth was the “fiscal drag” caused by... Read More...
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...
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