Grantham: Lessons Learned in the Decade
I always enjoy reading Jeremy Grantham’s missives, and his most recent comments do not disappoint. They are packed with great...
Rogoff: Global Economy to Crash if It Keeps Gorging on Debt
World economy likely to crash and burn if it keeps gorging on debt, Kenneth Rogoff, professor of economics at Harvard University, told...
King Report: FOMC Review
> As we speculated in an earlier missive, once the FOMC Communiqué was released, traders would try to gun stocks to commence...
“Subpoena the Fed?”
David R. Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in...
Economic data
Initial Jobless Claims totaled 470k, 20k above expectations but down from 478k last week (and 444k the week before) where the Labor Dept...
Baltic Dry Index falls below 3000
The Baltic Dry Index fell 5% today and has broken below 3000 for the first time since Oct 28th and follows the recent correction in...
Asia gets off its arse and earnings parade remains good
Obama’s speech last night rightly focused on jobs but the policy initiatives discussed were known to the markets already over the...
More WSJ Errors: This Time, Its Math
Last week, we discussed a highly politicized, misleading front page article about new bank rules (WSJ Jumps the Shark). If you recall,...
Bernanke Vote: Cloture Votes and Cheap Ploys
Joshua Rosner is Managing Director at independent research consultancy Graham Fisher & Co and advises regulators and institutional...
