PRIVATIZE THE GAINS, SOCIALIZE THE LOSSES
Dr. Peter T Treadway is an independent consultant and money manager and Adjunct Professor in Asia. He is currently is principal of...
ISM mfr’g rebound follows global improvement
Jan ISM manufacturing was almost 3 pts above estimates at 58.4 and follows strength today in the manufacturing data in China, India,...
Art Cashin: Big Board Buzz
Insight from the NYSE floor, with Art Cashin, UBS Financial Services Mon. Feb. 1 2010 | 9:14 AM
Where’s the Bubble: Stocks or Bonds?
Kate Welling does great interviews. (I spoke with her in June of 2009). A few weeks ago, she interviewed Michael Belkin, who is not well...
Income/Spending/Savings Rate
While included in Friday’s Q4 GDP report, we at least get to see how it ended with the just released income and spending data for...
Reversal of ’09 tailwind is the ’10 headwind for...
The major headwind that markets face in 2010 is the reversal of the key tailwind of 2009, that being extraordinary monetary and fiscal...
Key Break Playbook
> Last week, we warned about key support at 1080-85. That failed the next day, and the thought process is we could see a further...
Asia, Europe Week Ahead
Asia’s Week Ahead: Full Economic Slate An important question remains about whether China will continue moves to tighten its...
UPDATE: RSS Feeds, Traffic, Blog Comments
Wow, that is some mad feedback on such a short post. Insane! Quite a few takeaways from all the responses: • The people have spoken:...
American Idol, Goldman Sachs Edition
Ever wonder why Goldman execs don’t speak to mere mortals? The answer was hidden in a tongue-in-cheek Michael Lewis Bloomberg...