Four Markers of an Economic Turnaround
Via Barron’s, we learn that Merrill’s David Rosenberg has four markers that he is tracking to identify when the economy is...
Words from the (investment) wise for the week that was 4.19.2009
Words from the (investment) wise for the week that was (April 13 – 19, 2009) Spring is in the air – at least in the Northern...
Fingering AIG
Congrats to Zero Hedge for the prominent mention in Barron’s via Alan Abelson’s column: “How did the banks, so many of...
The Trend May Not Be Your Friend
Two weeks ago I presented my thoughts on the current economic situation at my 6th Annual Strategic Investment Conference in La Jolla...
Are Credit Markets Reopening?
So asks Floyd Norris: “At first glance, it appears that the answer is yes, at least for high-quality corporate borrowers. The...
Updated Blog Design
You may have noticed lighter posting this week, less original content and more guest authors; I have been away all week, on a well...
The Eternal Optimism of Opening Day
This is the speech I gave earlier this week to a Pension Fund conference As we are one week removed from Opening Day, the eternal...
Bailout Nation Update
The Bailout Nation manuscript has officially been accepted by Wiley. I am told we are on target for a mid-May publication date, with the...
US Capacity Utilization
Bill King writes: US industrial production for March declined 1.5% m/m and 12.8% y/y. This is the biggest y/y decline since the end of...