Continuing my point last week on REAL vs NOMINAL returns in stocks, the happy, go lucky days of the 2nd half of the 1990’s was best...
Read More
Paul Krugman has a fascinating OpEd today, essentially tracing the current economic crisis all the way back to Ronald Reagan. In Bailout...
Read More
In the context of the debate of whether banks are lending or not to businesses and/or is the demand for loans still falling,...
Read More
> A Portfolio Manager in Chile urges: Take a look at the 2-10 slope on the treasury curve plotted along with the SP500. The negative...
Read More
Front page of the NY Times goes over the shameful behavior of banks — one of the primary causes of the entire crisis — using...
Read More
As I expected back in 2007, GM is out of the Dow, being replaced by internet powerhouse Cisco (CSCO): Let’s start a pool: At what point...
Read More
April Personal Income rose .5%, much better than expectations of a drop of .2% while Spending fell .1%, .1% better than forecasts. The...
Read More
Paul Brodsky & Lee Quaintance run QB Partners, a private macro-oriented investment fund based in New York. ~~~ QB ASSET MANAGEMENT...
Read More
China is once again proving that it’s the most important country in the world right now both in terms of its own growth as the 3rd...
Read More
Apparently, there is some strange U.S. rule that that allows only one major auto manufacturer to be in bankruptcy at any given time. We...
Read More