Rate hike odds
Coincident with the pullback in most markets over the past few weeks on doubts with the robustness of the 2nd half global economic...
Bill Miller is Back? Hardly.
There has been a lot of recent chatter along the lines of Bill Miller is back in the WSJ, Investor’s Business Daily, Bloomberg,...
8,893 “Bill Millers”
> I am especially pleased to present today’s Think Tank piece by James Bianco. Jim has run Bianco Research out of Chicago since...
Art Cashin on Secular Cycles
Art Cashin has been on a floor broker on the NYSE for UBS for as long as I can remember. His daily missives on CNBC are the highlight of...
Allen Sinai and Jeffrey Saut on Markets
Allen Sinai, of Decision Economics, and Jeffrey Saut, of Raymond James, share their outlooks on the market and the economy.
Show Me The Shoots or we’ll see a bath tub shaped recovery
Show Me The Shoots, the green shoots that is. It is what every investor is watching and looking for as we begin Q2 earnings season, with...
Trader Talk With Art Cashin
Art Cashin, head of floor operations at UBS, has the latest buzz from the NYSE. Airtime: Tues. Jul. 7 2009 2:53 If the video does not...
King Report: More Goldman Intrigue
> FT’s Alphaville published the resume of Serge Alevenkov, the indicted Goldman programmer: VP, Equity Strategy Goldman Sachs...
Housing vs GDP 1945-2009
Housing Bubble Bust has this outstanding chart of Housing versus GDP going all the back to 1945. Note the two began to diverge in 1999...
Unemployment Numbers Fractures Stimulus Camps
New, higher unemployment numbers have rekindled the old debate about whether this year’s economic stimulus package was a good idea,...