Awesome chartporn from the Atlantic showing the changes in the US wrought by the credit crisis and Great Recession: > click for truly...
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Philly Fed was a touch below forecasts at 19.3 vs the forecast of 20.8 and vs 20.8 in Dec but still compares favorably with the avg of...
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I was speaking with a friend who asked why 48% — why not 100% cash? The short answer is that we are seeing some signs of a...
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Inflation and the possible responses to it are what’s impacting markets today. It started in China when Q4 GDP was released with a...
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I mentioned in comments last week we were 48% cash in our Long/Short Portfolio; One of the asset allocation models we run is now 20%...
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Global Macro Monitor produces informed opinion about markets and the global economy. This was originally published on January 19, 2011...
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Inflation and the possible responses to it are what’s impacting markets today. It started in China when Q4 GDP was released with a...
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MacroMan points out that Live Cattle Futures have gone parabolic; Daniel Dicker blames speculative derivative traders and a lack of...
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• U.S. Stocks Near ‘Significant’ Top, Tom DeMark Says (Bloomberg) • Stop the Jets (Floyd Norris) for the sake of the stock market...
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