Embracing Risk, or Expensive Stocks?
Two articles in today’s WSJ seem to be battling each other: By Most Measures, Stocks No Longer Look Cheap: While the rebound was a...
A Fully Fledged Garden of Economic Recovery?
Marshall Auerback is a Denver, Colorado-based global portfolio strategist for RAB Capital plc and a Fellow with the Economists for Peace...
Bernanke speaking on Jekyll Island, ironic?
With regards to the Fed, I’ve been highly critical of them over many years, believing that it was their unstable and easy money...
The Cream of the Hedge Fund Crop
Barron’s David Schutt and Jack Willoughby speak about the annual release of this year’s best 100 Hedge Funds. 5/9/2009
Private Sector Payroll Changes
On Friday, we noted that the difference between terrible numbers and Friday’s merely awful numbers were the government census...
Commodity Inflation
With the CRB index rising to within just 1% of its high of 2009, the implied inflation rate in the 10 yr TIPS has broken out to the...
US, Asia Europe: The Week Ahead 5.11.09
U.S Week Ahead: Retail Earnings Loom 5/8/2009 If you thought earnings season was over, think again. Here’s a look at what companies...
Wanda Sykes at the White House Correspondents’ Dinner
Wanda Sykes made humorous observations about President Obama and the political climate in Washington. ~~~ Obama Pokes Fun During...
Dow / Gold Ratio
A few interesting Gold discussions lately (See chart below) Also, see Eddie Elfenbein’s Central Bank Gold Sales Began 10 Years Ago...