Fascinating chart in the BIS Quarterly Review that helps to explain how any banking crisis can go viral, infecting the entire globe: >...
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Interview with Bob Ivry of Bloomberg News, who led a reporting team on an award-winning series of articles showing the true cost to the...
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Some of you have intimated that I have become too chipper lately, and that lowering our cash position from ~86% to ~50% can only be the...
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Initial Jobless Claims were much better than expected at 451k vs the forecast of 470k and down from 478k last week (revised up by 6k)....
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Invictus here. Been a while. Been a bit busy and, frankly, not much to say of late. As a general rule, I’d say that folks should...
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The Greek 2 yr note yield is below 10% for the 1st time since mid Aug after a story that Norway continues to buy Greek debt along with...
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A Florida pastor plans to burn Korans on the anniversary of 9/11, and John Oliver reads from the Jewish manual. (07:11) The Daily Show...
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I am off to rush-a-homa, but before I do, some links for your reading pleasure: • SEC Is Looking at ‘Quote Stuffing’ ...
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Yesterday on XM Sirius, we discussed Infrastructure. One of the callers was a civil engineer who suggested we take a look at the US...
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Adding some more information to the inflation/deflation debate, The CRB Raw Industrials index is just 3% from an all time record high....
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